Private Client

Partner and Head of the Private Client Department

Charlotte is a Partner and head of the Private Client team.

Her specialism is in Estate Administration with a focus on high value and/or complex Estates. Problematic Wills, business assets and foreign property often feature and she strives to adopt a pragmatic approach to resolving tricky issues.

Charlotte has strong links with other professionals such as Accountants, Financial Advisors and Land Agents which (where required) enables her to achieve the desired outcome in a timely and efficient manner. She is not afraid to tackle HMRC on issues of Inheritance Tax and often engage with and challenge the District Valuer to achieve a favourable outcome in terms of the Estate’s exposure to Inheritance Tax.

As well as her core area of legal practice, she is also passionate about supporting local businesses and the communities in which we live and work.

Charlotte is a retired volunteer Trustee of Hospiscare and also holds the vice-chair role with Exeter Chamber of Commerce as well as sitting on various committees in the village in which she lives.