Harriet is an Associate Solicitor in Steele Raymond's private client team in Bournemouth.
Harriet specialises in all aspects of estate administration and planning, including will drafting, lasting power of attorney, enduring power of attorney registrations and court protection applications.
Harriet is also a member of the Society of Trust and Estate Practitioners (STEP).
Advising on and drafting wills
Power of Attorney
Advising on and creating Lasting Powers of Attorney; Advising and assisting deputies and attorneys; Registering Enduring Powers of Attorney; Making applications in the Court of Protection
Estate administration and estate planning
Inheritance & Capital Gains Tax
Inheritance tax and capital gains tax advice and planning
Advising and assisting trustees and the taxation of trusts
Wills and Estate Administration
Acting for a range of clients including high net worth individuals, families, and business owners, with assets both in the UK and abroad
Dealing with estate administration on behalf of large national charities and working closely with legacy officers where there are charitable beneficiaries
Inheritance Tax planning including advice on the nil rate band, residence nil rate band, lifetime giving and the creation of lifetime trusts
Elderly and Vulnerable Clients
Acting for elderly and vulnerable clients where there are issues surrounding capacity and undue influence, and instructing doctors to carry out capacity assessments
Deeds of Variation
Preparing deeds of variation to save inheritance tax
Court of Protection
Dealing with deputyship applications, where there is no power of attorney in place for a person who lacks capacity
Recommendations for Harriet
"I have to say that as usual we are very grateful to all at Steele Raymond who have helped us with various issues throughout the year. We always have confidence that matters will be dealt with efficiently and in a timely manner when we deal with your company."
Business Client, Bournemouth“
Making Experience Count
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