Work Department

Tax, trusts & succession; Private client

Position

Natalie advises on all aspects of private client work including will drafting, estate planning, deeds of variation and general trust administration.

She also has considerable experience in dealing with large and complex estate administration, often with international assets. Natalie has extensive experience in advising charities in relation to their legacy administration work and has also advised in relation to appropriate wording for specific bequests and residuary gifts in wills and in relation to legacy campaign literature. Natalie also deals with a variety of Court of Protection matters including lasting powers of attorney and deputyships and regularly advises both deputies and attorneys on their role and responsibilities and other Court of Protection applications.

Natalie is admitted to practise in England and Wales.

Experience Acting for a number of deputies in relation to their role including dealing complex financial issues and overseas assets Acting for the executor of an estate with international assets, involving tracing the assets and extensive negotiations with HMRC regarding the liability to inheritance tax Completing a successful secondment with a major UK charity in their legacy administration team.

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