What can Charlotte do for you?
Charlotte advises on a variety of tax and estate planning issues, with a focus on preserving assets for the next generation.
This includes inheritance tax and capital gains tax planning, and the establishment of tax-efficient and protective wills, trusts and other structures such as family investment companies.
Charlotte also deal with the administration of high value trusts and estates.
Supporting your ambitions
Charlotte aims to provide practical and straightforward advice that is tailored to each client’s specific needs. She also understands the importance of working closely with other professionals, such as accountants and independent financial advisors, to ensure that the full range of options are considered.
What else should you know?
Charlotte is a member of both the Society of Trusts and Estates Practitioners (STEP) and the Association of Taxation Technicians (ATT).
Our probate fees
Please follow the link below to find out more about our legal fees.