New Partner appointment boosts Steele Raymond Tax Team

Sue is dual qualified as a solicitor and chartered tax adviser, and has many years’ experience in all aspects of private client work. She is a member of the Society of Trust and Estate Practitioners (STEP), and holds a distinction in the STEP advanced diploma in UK tax for international clients.

Sue’s expertise includes Inheritance tax and capital gains tax advice and planning (in particular for farming and business clients), the creation and taxation of trusts, and advising small business owners in relation to tax and succession planning. She advises in relation to a number of offshore issues, including offshore trusts and tax planning for non UK domiciled individuals.

She also deals with estate planning and estate administration, drafting wills, advising on charitable trusts, advising on and creating lasting powers of attorney and making applications in the Court of Protection. Sue is also a member of Solicitors for the Elderly.

Commenting on her appointment, Sue said: “I’m very happy to be returning to Bournemouth and to Steele Raymond where I was previously a Partner for many years. The firm has a strong commercial focus that is unrivalled in the Dorset region, and I’m looking forward to working with its wide range of business clients and the exceptional individuals who run them.”

Chairman Tim Stone added:

“I’m delighted to be welcoming Sue to the team, an appointment that demonstrates our commitment to hiring the region’s best people. Sue’s experience will significantly boost our tax team’s offshore and international expertise and consolidate our top tier range of services, ensuring Steele Raymond remains the best choice regionally for commercial law.”