Private Client Department

Partner within the Private Client Department

Karen is a partner in the private client department and she heads up the Wills, Trusts and Estate Planning team, during her career she has worked with some of the country’s leading experts in inheritance tax.

Karen helps clients plan for their futures and their families. She is an inheritance tax planning and trust specialist and advises a wide range of clients on strategies to protect their assets. She is able to tailor her advice to each client’s particular needs and the dynamics of their family.

Her work typically includes:

Advising clients on succession and strategies to protect their assets and provide for their families, especially vulnerable family members, in the most tax efficient way. Identifying tax mitigation opportunities and variations. Preparing Wills, including trusts for asset protection and tax mitigation. Creating, varying, and winding up trusts. Dealing with trust registration. Preparing Lasting Powers of Attorney for personal and business decisions. Advising and preparing declarations of trusts in relation to land

Karen is sympathetic and listens carefully to her clients to understand what they want to achieve, which is, sometimes, not what they initially thought, in these cases she can then offer tailor-made solutions to meet her client’s goals.

Karen is a full member of The Society of Trust and Estate Practitioners, which reinforces my expertise and knowledge in the above fields.

Outside of work Karen enjoys spending time with her young family (2 very lively boys!) When she has the energy she enjoys yoga, running and exploring the wonderful North Devon countryside in which she grew up.