Personal tax, trusts and probate: Beds, Bucks, Herts, Middx in South East

B P Collins LLP

B P Collins LLP is frequently engaged on a broad spectrum of matters, including court of protection and deputyship, estate and tax planning, trusts, and wills and probate. Experienced family practitioner Lucy Wood received praise from one client as a ‘real star capable of managing the most complex and involved of estates’ and leads the practice group which includes Dominic Ibbs who has significant trust expertise and advises both trustees and beneficiaries. Sharon Heselton specialises in probate work and complex estate administration, whilst Naadim Shamji is another important point of contact within the practice group.

Practice head(s):

Lucy Wood


Other key lawyers:

Dominic Ibbs; Sharon Heselton; Naadim Shamji


Testimonials

‘The strength in depth of the entire team. It seams that it does not matter which individual you refer to or who picks up a case the outcome and quality of the work is consistently high. You get the real feel of a team working together for the best interest of the clients rather than a group of individuals.’

‘Naadim Shamji has developed into a top class solicitor with a broad wealth of knowledge and experience. He fills clients with confidence. Sharon Heselton has an easy manner that helps clients dealing with bereavement and the probate process. Within this easy manner though is a eye for accuracy and a wealth of knowledge and experience. Lucy Wood leads the team by example and is effective in operating in the higher net worth client market.’

‘A good team and matters dealt with on a timeous basis.This is so important.’

‘They respond quickly and are available not only by email but also by direct dial.Very professional in there response to queries and show a close interest in the particular client. ’

‘BP Collins’ reputation and prowess in non-contentious work goes from strength to strength. Their wills, trust and probate team is headed up by the excellent Lucy Wood a real star who is always on top of the law but never loses sight of the need for a pragmatic outcome for her clients. The department has real strength in depth in its trusts team having made a number of significant hires over the last few years. Their case load includes high value and complicated estate planning and trust matters including those with an international element. They are frequently put forward to act as court-appointed professional administrators or trustees through their in house trust corporation – as such recommendations come from their competitors and peers it is a real indication of the quality and depth in the team and the high regard in which they are held.’

‘I have no hesitation in recommending Lucy Wood – a real star capable of managing the most complex and involved of Estates. I have also been most impressed with Sharon Heselton and Dominic Ibbs both of whom I have worked with in recent years. Both are competent, thorough and on top of the issues. They are both just the sort of safe pair of hands wanted in cases which though technically non-contentious and can still involve difficult issues and require difficult judgment calls.’

‘The private client team has strength in depth with leading individuals qualified under STEP. The technical knowledge is of London quality, and the team’s care and quick response times is impressive’

‘Dominic Ibbs has London- quality technical knowledge in matters of trust and Probate law; The firm has its own Trust Corporation and his expertise in dealing with an estate which included foreign assets was invaluable, and advice given in a timely fashion. Lucy Wood as Partner/ team leader inspires.’

Work highlights


Blaser Mills Law

Blaser Mills Law’s experienced private client team is praised for its ‘pragmatic and efficient approach’ when it comes to all aspects of sensitive and complex wills, trusts and probate work. Marlow-based Jonathan Gallop  leads the team and is known for his expertise when it comes to will drafting, tax and estate planning, trusts, Lasting Powers of Attorney, and the administration of high value complex estates. Minesh Thakrar  is an important contact for wills, lasting powers of attorney, enduring powers of attorney, issues affecting the elderly, inheritance tax mitigation and probate, and the administration of estates. Karen Woodison is a name to note for her expertise in dealing with complex Court of Protection matters. Sara Rendell’s practice emphasises administering estates but also the preparation of wills, Lasting Powers of Attorney and estate planning.

Practice head(s):

Jonathan Gallop


Other key lawyers:

Minesh Thakrar; Karen Woodison; Sara Rendell


 


Testimonials

‘The team has served my family well over the years and is very welcoming and helpful, always there to offer advice.’

‘Jonathan Gallop is very professional, knowledgeable and approachable. He has been very supportive to my family over a difficult time, nothing seemed too much trouble. Minesh Thakrar was very helpful and supportive giving advice to my family.’

‘Blaser Mills are very professional and helpful in the dealings that I have had with them. ’

‘Sara Randell from the Amersham office handled my late father’s probate. This is never an easy time and she was really helpful and friendly. ’

‘I like the pragmatic and efficient approach taken by team.’

‘I work mostly with Jonathan Gallop who heads up the wills and probate team. He leads by example, always courteous and always efficient.’

Work highlights


Debenhams Ottaway

Debenhams Ottaway’s St Albans-based private client practice group is split across protecting and managing wealth, trusts, and lifetime planning. Jointly led by Susan Glenholme and Claire Sharp, the team is praised for its ‘total reliability and trustworthiness’. Glenholme acts for HNWI and specialises in all aspects of private wealth management, whilst Sharp is an important name for managing trusts which range from small, life interest trusts through to large discretionary trusts. Rachel Hyndman is another important point of contact for lasting powers of attorney and court of protection matters.

Practice head(s):

Susan Glenholme; Claire Sharp


Other key lawyers:

Rachel Hyndman; Barry Griffin; Andrew Spearman


Testimonials

‘They are such a great team at Debenhams Ottaway. They are able to clinch that often unattainable ground of friendly but highly professional.’

‘Susan Glenholme remains one of the finest lawyers on the planet. Barry Griffin is truly excellent, my clients all trust and love him. He is a true asset to that business.’

‘Great team who are genuinely focused on the best interests of the clients. ’

‘Andrew Spearman is excellent. He is friendly, approachable and exactly the type of person you want in your team when you are dealing with an estate. A wonderful lawyer who strikes the perfect balance between being technical excellent, but also truly caring about his clients and making sure he achieves the best outcome for them. Clients are his paramount concern, rather than the chargeable hour, and that is what makes him stand out. ’

‘The notable difference between this firm of solicitors and the others we deal with is the very strong team spirit among the staff. This manifests itself in their effective communications and positive working atmosphere.’

‘This is a leading Department so technical expertise is a given. What the team adds is that it has specialisms within the team so any work type is dealt with by a specialist. The team is large enough for back up and good availability and liaises well internally. The Team is utterly reliable and will keep the client informed without prompting. The team is always conscious of the cost/benefit analysis to the client to ensure that all work is carried out to the benefit of the client. ’

‘Total reliability and trustworthiness. Empathy with individual clients, often in emotional circumstances.’

‘I have found everyone I have dealt with in the team to be highly capable and knowledgeable whilst remaining friendly and extremely personable.’

Work highlights


Sherrards Solicitors LLP

Sherrards Solicitors LLP focuses on private wealth work on behalf of international HNWI clients, collaborating with the firm’s litigation, corporate and commercial, and residential real estate teams to provide a comprehensive service. Practice head Nicole Marmor’s specialism lies with advising on wills for individuals with assets spanning multiple jurisdictions, as well as handling estates which include international assets. Senior associate Charles Burrell specialises in preventing and resolving financial disputes within families, he also advises on wills, trusts, probate, and estate planning. Legal director Arthur Byng Nelson has carved out a niche advising artists and art dealers with their estates, on strategic planning and tax matters.

Practice head(s):

Nicole Marmor


Other key lawyers:

Charles Burrell; Arthur Byng Nelson


Testimonials

‘Team members are always helpful and professional.’

‘The individuals with whom I have been in contact are approachable and respond well to emails and telephone calls. ’

‘Extremely efficient. Quick responses And all made easy to understand Nicole ’

‘Nicole Marmor. Has looked after our wills including sizeable bonds . Any help needed , she always finds the time to assist and I trust in all advice given . To date never a problem ’

‘Sherrards delivers a strong, traditional and reliable private client service but has a unique specialism in art law.’

‘Arthur Byng Nelson is an experienced and conscientious private client adviser. He has warm, gentle and positive manner with clients and a balanced and constructive approach to solving their legal problems. He also has expertise in art markets and art law (and considerable enthusiasm for both).’

‘Arthur Byng-Nelson has dealt with my affairs since my husband died in 2021. He was introduced to me by my accountant and I have found him to be very sympathetic and helpful in the complex and difficult circumstances I found myself in. He helped me with my Inheritance tax planning and, later, helped me draw up my will; this was not easy as the family situation was multi-faceted, but he took the time to help me work through the numerous issues, suggesting interesting and imaginative ways to approach the task. I was very happy with the end result.’

‘Nicole Marmor, the partner who supports me, is approachable and knowledgeable. She provides an excellent service.’

Work highlights


Taylor Walton LLP

Taylor Walton LLP’s diverse client base includes HNWI and UHNWI, business owners, entrepreneurs, farmers and landowners, as well as charities on the entire gamut of wills and estate planning, tax and succession aspects, trusts, powers of attorney, and probate. Alex Drake heads the department, with her broad practice encompassing wills, estate and inheritance tax planning, grants of probate, and the administration of estates. Alison Voyce predominantly represents business owners, farmers, landowners and high-profile public figures.

Practice head(s):

Alex Drake


Other key lawyers:

Steve Hamilton; Alison Voyce; Zoe Sivelle


Testimonials

‘The team are very knowledgeable and provide relevant and practical advice around wills, trusts and IHT planning. We know we can trust their advice when we refer clients to them’

‘Alex Drake – is able to explain things in ways easily understood by clients who are then able to trust their advice. ’

‘To touch on what is unique about Taylor Walton is difficult to clarify – I don’t believe that the services they offer clients are anything significantly different to other firms. Having said that however, I do think that they go out of their way to focus on the client outcome and are happy to involve other professionals, where appropriate,to deliver the best possible outcome for the client. Sadly, I have not always found that to be the case with other professional firms who don’t always appreciate the synergy that working with other specialist professionals can provide.’

‘My principal point of contact is with Alison Voyce and her team with whom I have had a number of interactions relating to client related issues. There have been ocassions when Alison’s insight having spoken to clients has led to an adjustment to stratagies we have in place to deliver the best financial planning outcome for clients. ’

‘My experience centres on the one solicitor we are working with rather than a team. However, this is now the third time that I have used Taylor Walton in different legal areas over many years and my experience has been universally positive.’

‘Our solicitor has managed a complex estate over the past two years which has included selling property abroad and liaising with a foreign notary. Throughout the process, she has been excellent in terms of communication, timeliness, efficiency, sensitivity and value for money.’

‘Steve Hamilton from Taylor Walton provided wonderful support to us as well as very detailed subject matter expertise in sorting out our Mum’s probate. His attention to detail and knowledge meant that we felt in very safe hands with no stone being unturned. We had complete peace of mind that Steve was ‘on it’ and made our lives much more straightforward during a difficult period of our lives. His department also liaised well with the property lawyers who handled the selling of our mum’s home. We could not have got more attention, thoroughness or personalised service anywhere else.’

‘Steve was always available, engaged, efficient, pragmatic and effective. He has deep subject matter expertise combined with great client service.’

Key clients

Executors of Taxable Estate with assets abroad


High Net Worth Married Couple


Lifetime Settlement for Nigh Net Worth Family


Executor of a high value estate (1)


Executors of high value estate (2)


Local Executors


Married couple


Trustees of discretionary Will Trust


Executor of high value estate (3)


Wealthy married couple


Work highlights


  • Advising a very wealthy married couple in relation to Wills and Inheritance Tax Planning in the context of changing family circumstances and inconclusive domicile.
  • Dealing with the high value estate of a wealthy widow to include advising on various life-time Trust arrangements with a view to maximising tax savings for the family as a whole.
  • Advising the Trustees of a discretionary Will Trust including personal and business assets of their duties and responsibilities against a background of significant family disharmony.

Tees Law

Tees Law’s work portfolio spans a broad range of matters in the space, including lifetime tax planning, wills for a range of clients, Court of Protection work and the administration of complex and high-value estates. Nicola Havers and Sarah Walker jointly spearhead the practice group: Havers has extensive knowledge of administering trusts, whilst Walker lends her know-how to a full suite of private client work including estate and inheritance tax planning, wills, Lasting Powers of Attorney, estate administration and trusts. Letitia Glaister is known for her work with farming clients, providing them with succession planning advice.

Practice head(s):

Nicola Havers; Sarah Walker


Other key lawyers:

Letitia Glaister; Hervé Blatry; Helen Craughwell; Victoria Sweeting


Testimonials

‘My wife and I have been dealing with the Will writing team and at all times have been kept posted on progress and all my questions have been answered quickly and been easy to understand.’

‘Our Will preparation has been undertaken by Frances Gill and her paralegal, Omor Abedin. This was undertaken with the Christmas holidays falling in the interim but it was made clear that the drafts would be available soon after the holidays and this was the case. Frances reminded us when we had failed to respond to a recommendation.’

‘This practice has always had a good reputation in Bishop’s Stortford and I have been dealing with them for many years now. I have had excellent advice and help from everyone I have dealt with at the offices in Bishop’s Stortford. ’

‘The people I have been dealing with recently are : Frances Gill Cara Lambert Katharine Parsons All of these people have been very kind, helpful and very professional.’

‘Tees have consistently delivered prompt advice. They demonstrate empathy in difficult situations and help client navigate towards solutions. Tees work as a team and are able to services of relevant colleagues as and when needed.’

‘Nicola Havers has exceptional client focus, understanding and listening skills.

‘Cathy Izzard has exceptional clarity and focus’

‘I have recently been involved in a long and protracted probate involving the estate of my sister. Throughout this three year period I have received help and support of a high order. In particular from Nicola Havers who has been very understanding and sympathetic to my situation. Another stand out member is Andy MacDonald whose integrity and fair mindedness could not be faulted in any way.’

Work highlights


  • Acting for the executors in the administration of a complex estate valued at £34.5 million.
  • Acting for the executors in the administration of an estate with a trust element giving rise to technical tax issues involving the repayment of a loan made by the Trustees.
  • Acting for the Trustees of 3 family Trusts holding assets comprising property, investments and shares in the family company together valued at over £20 million.

Crane & Staples LLP

Complex estate administrations, tax issues, Court of Protection matters, gift applications, statutory wills, establishing and managing trusts, and preparation of wills are among the core focuses of the team fielded by Crane & Staples LLP. David Bird leads the team and lends his considerable expertise to the administration of high value estates, matters involving complex tax issues, creation and administration of trusts, as well as the preparation of wills and lasting powers of attorney. Samantha Webb is another important contact on the team and advises clients on the entire spectrum of sensitive personal tax, trusts and probate matters.

Practice head(s):

David Bird


Other key lawyers:

Samantha Webb; Georgina Christou; Katie Lane


Testimonials

‘The teams communicate and so work very well together.’

‘Everyone I work with at Crane & Staples takes the time to listen to the issue I’m aiming to address and understand my feelings about possible outcomes. They are diligent, patient with my tardiness and their advice has always stood the test of any challenges.’

‘Georgina Christou has always done a fabulous job of understanding potential changes to a trust she looks after and as mentioned above makes up for my inefficiencies making sure nothing “falls through the gaps”. Sharon Montgomery also continues ot give wise counsel whenever I need to get an informred view of an issue.’

‘Breadth of experience and depth of personnel, C&S have acted in a house sale/purchase for my late Father-in-Law, flat sale for same and a transfer (TR1) for my late Mothers property, they also held Wills for both families. We didn’t have to chase for updates and everyone we dealt with were extremely efficient and professional.’

‘All of the team at Crane and Staples are highly professional and yet down to earth and approachable. Very often lawyers can use language that the ordinary person doesn’t understand, but at this firm, that has never been an issue.’

‘I have had dealings with Samantha Webb for my wills and declaration of trust. She’s superb. Very nice to deal with, extremely efficient and professional. Everyone in her team is also excellent.’

‘The team have been commissioned by one of my two brothers to act for my late Mother’s estate. Although not for very long, to date they have been efficient, timely and courteous in their dealings with us.’

Work highlights


  • Advising a high net worth business owner on Wills, tax and Estate planning in respect of their £16 million estate.
  • Acting in the administration of an estate valued at over £5m that was complicated by the fact that two beneficiaries were predeceased.
  • Assisting a high net worth couple with setting up Lifetime Discretionary Trusts.

IBB Law

IBB Law advises high net worth clients on a broad range of tax planning matters, including lifetime gifts and agricultural reliefs, trusts and use of trusts for vulnerable individuals, applications to the court of protection, and preparation of wills and lasting powers of attorney. Jacqueline Almond heads the practice and specialises in estate planning, including estates with foreign assets. Russell Hallam is another key contact and holds a large number of appointments as deputy, attorney, trustee and executor.

Practice head(s):

Jacqueline Almond


Other key lawyers:

Russell Hallam; Jane Beaven; Michael Charalambous


Testimonials

‘The team has extraordinary experience in the their given field, is very responsive and committed to their client. Their attention to detail does not leave any stones unturned. They are also the expediter of the case as well by trying to push things to a faster resolution.’

‘I have been in constant contact with Linda Blay and find her at all times extremely professional but with an air of friendship. Linda explains things in a way that that can be understood rather than bombardment of legal jargon. This exactly what I want and need. Linda was extremely kind and understanding during the passing of both inlaws within three weeks of each other.’

‘The team responds promptly to any queries asked and provides intelligent responses.’

‘I deal with a partner (Russell Hallam) on a mutual property Trust and have always found Russell very knowledgeable on all aspects of Trust tax and administrative matters.

‘I also deal with a senior associate (Michael Charalambous) on the same Trust who is attentive to any administrative problems that occur.’

Work highlights


Longmores Solicitors LLP

Richard Horwood spearheads the private client practice at Longmores Solicitors LLP which focuses on all aspects of wills, tax planning and administration of estates. Horwood is praised for his ‘ability to think outside of the box’ and lends his expertise to a broad range of complex and sensitive private client matters. Alastair Peter John Liddiard is a key name for the administration of trusts and estates.

Practice head(s):

Richard Horwood


Other key lawyers:

Alastair Peter John Liddiard; Bernard Flanagan; Charles Fraser


Testimonials

‘It has been a pleasure working as an Executor with Longmores team who have proved to be attentive, helpful and knowledgeable. The estate has proved to be challenging due to there being no living relatives and rather random paperwork but they have taken on the challenge, been friendly and supportive, helped find additional outside professionals to dealing with the house and chattels and at all times kept me as the sole executor fully informed. I would not hesitate tor recommend them to others or use them again.’

‘This practice was recommended to us as we needed new wills and Power of Attorney agreements. We found the solicitor Charles Fraser very helpful and efficient. Unlike the firm we used previously Mr Fraser did not ‘lead’ or hurry us but good documentation was provided and any queries were clearly answered and the implications explained.’

‘Longmores have been established for a long time. They have a fantastic reputation of being the “go-to Solicitors” in Hertford. They consistently “go the extra mile” for their clients. They work with great professionalism and integrity. When clients require advice from a couple of departments for more complex situations, this is a seamless process. I have passed a number of clients to Longmores in my role as an Independent Financial Adviser, they have all been very happy with the service/advice they have received. ’

‘My dealings have mostly been with Alastair Liddiard. He is extremely knowledgeable and professional. He is very patient, especially when dealing with vulnerable or elderly clients. He explains complex matters very well, so they are understood. He will go out of his way to ensure a professional job is undertaken. I’m also very grateful that Alastair is always accessible and in my role as an Independent Financial Adviser, Alastair often answers a variety of queries. This helps me in my job a great deal. ’

‘The overall professionalism and personal service provided by Longmores is what would make me recommend them to anyone. ’

‘Richard Horwood went over and above when assisting my dying mother. He was professional at all times, but the right balance of helpful and personable , while being clear and concise with the advice he was giving. ’

‘What makes it stand out to me is its very friendly ,warm place to be . I have been using Longmores for over 30 years for Trusts , leases , advice ,option agreements, wills and cant fault the whole team and the way they conduct themselves .’

‘Richard Horwood stands out to me, his advice and knowledge is outstanding. I have used other law firms and Richard,to me, is the best of the best.’

Work highlights


Machins Solicitors LLP

Machins Solicitors LLP’s private client department has a strong regional presence and advises a broad range of clients including HNWI on a full suite and complex and sensitive matters in the space. Nic Pestell and Nicki Denton-Masih jointly lead the practice group: Pestell predominantly handles trusts and tax planning, including mitigating inheritance tax as well as business succession planning; whilst Denton-Masih, who is known by clients as ‘personable, straight talking, easy to understand, thorough and extremely efficient’, runs a broad practice which encompasses the entire range of private client work.

 

Practice head(s):

Nic Pestell; Nicki Denton-Masih


Other key lawyers:

Nigel Gibson-Birch; Radha Chauhan


Testimonials

‘Nicki Denton-Masih handled probate for my late mother. Nicki was personable, straight talking, easy to understand, thorough and extremely efficient. Handling of the finances and administration after a loved one has died is time consuming and often slow, you need a lawyer to expedite the process, not slow it down. It was fantastic to work with Nicki who was easy to get hold of, always responded quickly and did what she said she would do.’

‘We have interacted with two different Machins Offices, in Berkhamsted and Luton. Although our needs were completely different for each Office they obviously communicated well with each other and knew each others capabilities and particular strengths. This provided an all-encompassing feeling of security in our dealings with them.’

‘Very friendly and personal service but still very professional. ’

‘We instructed Radha Chauhan to deal with a probate matter. Radha came across as a bright and perceptive lawyer with a pleasant personality and easy to discuss things with. Radha sincerely cares about what we want and achieved it in a commendable way. It is obvious she is keen to give an excellent service, and not just confined to the subject of instruction, as evidenced by her laudable personal qualities. We are very pleased to have met Radha and would recommend her wholeheartedly.

‘Very professional, always return calls and very prompt in providing information.’

‘Nigel has been a great help in dealing with the work he engaged us to undertake and very professional and helpful. ’

 

Work highlights


Pictons Solicitors LLP

Pictons Solicitors LLP handles all aspects of wills, lasting powers of attorney, probate matters and estate planning. Siobhan Rooney leads the team, which includes Lydia Mills whose cases include estate planning and probate work. The team is further enhanced by Chartered Legal Executive Sarah Crook who specialises in dealing with probates and managing trusts.

Practice head(s):

Siobhan Rooney


Other key lawyers:

Lydia Mills; Sarah Crook


Testimonials

‘I have dealt with Pictons Solicitors for a number of years, those individuals I have worked I believe have provided a personal and professional service to their clients at a difficult time.’

‘I have had instructions with Melissa Browning, Lydia Mills, Sarah Crook and Sarah Kane and on those occasions they have provided an efficient service. When queries have been raised all named have responded promptly and provided the information required. ’

‘Responsive from the first enquiry.’

Rothley Law Limited

Rothley Law Limited provides specialist succession planning and wealth protection advice to HNWIs, UHNWIs, families and businesses across generations. Melissa Maple leads the national practice while Charlotte Dunn leads the team in Milton Keynes and is a key name for all aspects of succession planning for HNWI’s, business and landowners.

Practice head(s):

Melissa Maple


Other key lawyers:

Charlotte Dunn


Testimonials

‘I have always found Charlotte Dunn to be very approachable with a full grasp of the subject in hand I would recommend her as a credit to her profession.’

‘Very competent, approachable and fills you with confidence. I am particularly impressed with Charlotte Dunn with whom I do a fair amount of work.’

 

Work highlights


Woodfines LLP

Woodfines LLP fields a large team which provides support to business owners and directors on succession planning and high-value, complex estate planning. Agricultural matters are another core pillar of the group’s practice. The ‘very knowledgeable’ Mikhala Leak leads the team and is commended by some clients for her ‘commitment and drive to offer the best possible service’.

Practice head(s):

Mikhala Leak


Other key lawyers:

Jenny Teall; Helen Simpson


Testimonials

‘I always feel listened to my questions are treated with respect and answered with full explanations. I have always found that I’m offered a professional friendly service which I certainly appreciate.’

‘Recently my involvement has been with Ester. I have always found her to very professional, she has been the lead solicitor for my Trust. Her work has always been of the highest standard Ester has always provided excellent support giving explanations where and when required. Her understanding about some of my issues has been very helpful which I have found to be of great help during our discussions. Ester has been instrumental in restoring my confidence with managing my work within the Trust.’

‘My solicitor kept me well informed throughout my probate process. Was contactable throughout, and I felt that I was listened to, and given reassurance on aspects of my case, when I needed it.

‘Helen Simpson, as I have mentioned above provided a professional service. I felt she was very knowledgeable and put my mind at ease, when I had any doubts. Compared to other solicitors I have dealt with, she was readily contactable, and very efficient at getting back to me when I needed advice or progress reports. ’

‘I work collaboratively with Mikhala Leak (Partner) on many clients, and I always find that she deals with each issue thoroughly, leaving no loose edges. She is very knowledgeable, understands the issues, and ensures that the correct outcome is achieved. ’

‘Mikhala’s commitment and drive to offer the best possible service.’

‘Really friendly team and I love that they all seem to network in the town as I often see them at various events and they are always friendly and open to chatting. I have recommended them to several contacts and clients.’

‘Mikhala Leak is very knowledgeable and have helped several clients with complex trusts. She us very good at explaining matters in layman terms and helping clients navitgae through a tricky process.’

Work highlights