Private wealth; private client. sfsd

About

Sally leads the non-contentious Private Client team in Guildford and has particular expertise in advising high net worth individuals and family business owners in relation to their estates and family succession planning, including inheritance tax mitigation and trusts. She has considerable experience in Court of Protection matters including deputyship and statutory will applications, and deals with complex capacity issues in addition to acting as a professional deputy. Sally also advises charities and not for profit organisations on legacy administration and legacy campaign literature. Sally is recommended in the legal directories Legal 500 and Chambers and is ranked in the Citiwealth Leaders List. She is on the reserve panel of the Court of Protection and a member of the Society of Trust and Estate Practitioners.

Sally is admitted to practise in England and Wales.

Experience Acting as Financial and Health & Welfare deputy for a client with complex capacity and welfare needs Advising multiple generations of a family in relation to their successful, national family business and personal assets Advising on inheritance tax planning, trusts and succession planning for a client with international dimensions and complicated family arrangements