Work Department

Private client and charities.

Position

Wenna is a member of STEP with over 30 years’ experience as a private client lawyer.  She specialises in all aspects of private client work, forging long-standing relationships with her clients and their families, in some cases spanning several generations. She has extensive experience of advising clients on all aspects of succession planning, in particular on the use of trusts in the context of the devolution of family wealth and the preservation of family owned estates and businesses.

She advises the trustees of significant family trusts, often acting as a trustee through her directorship of the firm’s trust company. She has extensive experience advising on Wills, powers of attorney and also acts as the executor of many estates and advises on post-death tax planning.

Education

Wells Cathedral School, Somerset; Exeter College, Oxford (1983 MA Jurisprudence); College of Law, Chester.

Mentions