Geldards LLP

Private Client

Erica is a Partner and Head of the Private Client team in the East Midlands. She has over 20 years’ of legal and tax experience and regularly receives recommendations from clients and other professionals, including accountants and financial advisers. Erica has extensive expertise in advising high net worth clients in wealth preservation and tax planning. She has an expanding client base of business owners who require advice on Inheritance Tax and succession planning. Erica also advises clients on the administration of complex estates (including BPR and APR claims), the creation of trusts and all aspects of private client work.

Erica is known for her pragmatic and empathetic expert legal advice and has a loyal client base, often acting for different generations of the same family. She advises on sophisticated will and lifetime trust planning, high value and complex trust and estate administration work for farm and business owners, wealthy families and vulnerable beneficiaries.