Clarion

Private Wealth

Head of Private Wealth.

Stephanie assists and advises clients nationwide on a diverse range of legal issues from Wills and powers of attorney to inheritance tax and succession planning.  She provides expert advice regarding the probate procedure after a death and her specialism is assisting those families where the estate is high value, complex or requires post-death variations. She works with the family and personal representatives of the deceased to administer the estate as quickly and efficiently as possible, spotting opportunities regarding inheritance tax.

Often having to deal with difficult and sensitive personal matters, Stephanie prides herself on being able to communicate sensitively and openly with people, whether it be high net worth individuals, the recently bereaved, business owners or the elderly. She strives to ensure that her clients feel comfortable with her and can discuss their affairs freely and honestly in ‘plain English’.

Stephanie is a Trust and Estate Practitioner and one of only a handful of solicitors in Leeds to be a fully accredited member of Solicitors for the Elderly.