Ms Harriet Betteridge > Charles Russell Speechlys LLP > London, England > Lawyer Profile
Charles Russell Speechlys LLP Offices
5 Fleet Place
EC4M 7RD
England
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Ms Harriet Betteridge
Work Department
Private Client
Position
Harriet is very experienced in estate planning for high net wealth clients in the UK and those with overseas connections. Her practice allows her to work with her clients to get the basics in place, such as making a will, as well as on longer term succession planning strategies. Harriet has significant experience in setting up trusts and their ongoing administration and as part of this she advises on trust taxation. Harriet also deals with complex probate and estate administration matters often finding ways through seemingly intractable problems.
Harriet has significant tax expertise, and she has a particular focus on inheritance tax and capital gains tax planning. She is experienced in providing tax advice to trustees and beneficiaries as well as individuals. Harriet also acts for business owners and trustees in the restructuring of corporate/trust structures.
Harriet’s technical expertise has been recognised with her receiving a Global Excellence Award from the Society of Trust and Estate Practitioners (STEP) which is the world’s leading organisation for private wealth professionals. Harriet is a full member of STEP. Harriet was named as one of the 2021 eprivateclient Top 35 Under 35, the definitive annual list of leading young private client practitioners in the UK and UK Crown Dependencies.
Harriet is admitted to practice in England & Wales.
Experience
- Advising a high net wealth couple on succession and inheritance tax planning strategies where there were concerns about the financial abilities and marital circumstances of the children
- Providing tax advice to trustees on the most efficient way of making distributions from a multi-million pound trust fund to beneficiaries who lived around the world
- Advising a business owner on creating a trust for their shares in advance of a sale so as to capture inheritance tax business property relief before it was lost
Lawyer Rankings
South East > Private client > Personal tax, trusts and probate: Kent, Surrey, Sussex
The ‘unerringly professional’ tax, trusts and probate team is at the core of Charles Russell Speechlys LLP’ offering in Guildford with recent work involving family business clients and cross-border estates. Practice head Sally Ashford has been described as ‘highly intuitive, generous, friendly and incredibly dynamic’ and specialises in estates and family succession planning including inheritance tax mitigation and trusts and Court of Protection matters. Richard Honey ‘provides responsive and practical support’ and goes ‘above and beyond’ to assist high-net-worth individuals with succession planning and trust structuring work and, more recently, issues involving cryptocurrencies and digitally held assets. New arrival Harriet Betteridge offers substantial experience across a range of matters including estate administration and specialist tax advisory work covering IHT areas and CGT matters. Kathryn Robinson works with large national charity clients and private clients on wills, lasting powers of attorney and lifetime inheritance tax planning. Natalie Butler is also noted by clients.
Top Tier Firm Rankings
- Private client > Contentious trusts and probate
- Private client > Family
- Corporate and commercial > M&A: Smaller Deals, £10m-£100m
- Private client > Personal tax, trusts and probate
- Dispute resolution > Professional discipline
Firm Rankings
- Private client > Agriculture and estates
- Private client > Art and cultural property
- Private client > Charities and not-for-profit
- Corporate and commercial > Commercial contracts
- Dispute resolution > Commercial litigation: mid-market
- Private client > Court of protection
- Private client > Family: mediation
- Crime, fraud and licensing > Fraud: civil
- Employment > Immigration
- TMT (technology, media and telecoms) > IT and telecoms
- TMT (technology, media and telecoms) > Media: Advertising & marketing
- Real estate > Property litigation
- Real estate > Residential property
- TMT (technology, media and telecoms) > Sport
- Real estate > Commercial property: corporate occupiers
- Real estate > Commercial property: development
- Real estate > Commercial property: investment
- Real estate > Construction: contentious
- Real estate > Construction: non-contentious
- Industry focus > Emerging markets
- Corporate and commercial > Equity capital markets – small-mid cap
- TMT (technology, media and telecoms) > Intellectual property: trade marks, copyright and design
- Investment fund formation and management > Listed funds
- Real estate > Planning
- Dispute resolution > Professional discipline
- TMT (technology, media and telecoms) > Reputation management
- Industry focus > Retail and consumer
- Employment > Senior executives
- Risk advisory > Data protection, privacy and cybersecurity
- TMT (technology, media and telecoms) > Fintech
- Industry focus > Hospitality and leisure
- Corporate and commercial > Partnership
- Dispute resolution > Tax litigation and investigations
- Employment > Employers
- Corporate and commercial > Financial services: non-contentious/regulatory
- Corporate and commercial > Private equity: transactions - mid-market deals (up to £250m)
- Real estate > Property finance
- TMT (technology, media and telecoms) > Intellectual property: patents (contentious and non-contentious)
- Corporate and commercial > Venture capital
- Finance > Corporate restructuring & insolvency
- Corporate and commercial > EU and competition
- Public sector > Administrative and public law
- Employment > Employee share schemes