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Charlotte Shaughnessy

Principal Associate

What can I 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.

Additional Information

Our probate fees

Please follow the link below to find out more about our legal fees.

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).

What our clients say about us

  • I think Mills & Reeve are a wonderful firm. The support they have provided to us in a really difficult area has been brilliant, collaborative and commercially minded. The team were absolutely wonderful and a joy to work with. Amazing advice and support and a real collaborative effort with us. I can't thank them enough for getting us through some really tough times and doing so with an amazing can-do attitude.
  • They are friendly, fast, always available and always on top of the game. I tend to judge my legal team against the other side's legal team and never doubt Mills & Reeve is the better of the two.
  • All interactions have been very clear. Responses to questions have always been very swift and unambiguous. Our company, and my family, have used various services in Mills & Reeve with the same level of satisfaction.
  • I value the fact that Mills & Reeve are recognised as a good place to work in the UK Best Companies survey. This aligns with the values of our business and means that Mills & Reeve can share what is required to achieve this status with our business.

As many clients will testify, too many lawyers deliver the required legal expertise but fail to deliver an outstanding client experience. Which is why we always listen to our clients and constantly ask ourselves what we can do to deliver the results you expect.

You expect a close and attentive working relationship, with a lawyer that is responsive and available when you need them. You also want clear, pragmatic and commercial advice tailored to your needs, and transparency and certainty on costs. We completely agree. That’s why every day, through our culture and approach we are committed to delivering the exceptional results and service our clients expect of us.

Related sectors and services

  • Private wealth
  • Business owners
  • Wills, estate and succession planning
  • Family business consulting
  • Family investment companies
  • Private client
  • Trusts - planning and compliance
  • Gifts, loans and establishing trusts

Contact Charlotte