Keystone Law

Estate and Succession Planning

Tracey is a solicitor with considerable expertise in estate and succession planning for both UK and non-UK resident individuals. She has experience in dealing with overseas advisers to assist with estate planning in different jurisdictions.

Tracey advises UK resident and non-UK resident individuals and trustees on onshore and offshore trust structures, including advising on the implications of holding UK residential property in company and trust structures.

Tracey also advises on trust matters, wills, lasting powers of attorney, Court of Protection matters and trusts for vulnerable and disabled persons.

She also has expertise in issues relating to copyright arising from estates of composers/writers and lifetime trusts.

Tracey’s practice has a particular focus on advising on charitable matters, including advising trustees of faith schools, assisting them with duties, obligations and compliance issues. She also specialises in the setting up of charitable vehicles and the winding up of charitable trusts or companies.

Tracey qualified as a solicitor in 2005. Prior to joining Keystone Law in 2021, she worked at the following firms:

Portrait Solicitors Taylor Wessing SJ Berwin