Osborne Clarke LLP

Personal tax, trusts and probate

Shelley acts for and advises UK and international clients on a wide range of private wealth issues. This includes advising on trust creation, taxation and administration, on inheritance tax planning and on the setting up and administration of charitable companies and trusts.

Shelley acts in the administration of trusts and estates, including those holding businesses and international assets, and she advises on associated disputes. Shelley acts for and advises international (particularly US) clients on the administration of UK assets held in international estates. She also advises on Wills and lasting powers of attorney; on estate and business succession planning; on asset protection strategies, and on the tax implications of UK residence and domicile.

Shelley works as part of Osborne Clarke's UK Private Wealth team, which practises across the London, Bristol and Reading offices. She advises on a wide range of private wealth issues, including:

• estate and succession planning for business owners;
• advice on planning in advance of business exits;
• setting up and administering trusts, and the taxation of trusts;
• administering estates, often including businesses and international assets;
• advising UK and international (particularly US) lawyers on the administration of UK estates;
• estate planning including setting up Wills, and advice on asset protection;
• deputyships and lasting powers of attorney;
• setting up and running charitable companies and trusts; and
• advice on the tax implications of UK residence and domicile.

Shelley very much enjoys building long-lasting relationships with clients from a wide variety of different backgrounds, and advising at what are often key points in their lives.

Her work can be as diverse as: advising on succession planning for business owners; dealing with the administration of an overseas estate; setting up a charitable foundation; estate planning for a retiring couple; advising a household-name business on trust registration, or setting up a trust as part of tax planning before a business sale.