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About Harriet

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).

Specialisms

  • Wills

    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

  • Estates

    Estate administration and estate planning

  • Inheritance & Capital Gains Tax

    Inheritance tax and capital gains tax advice and planning

  • Trusts

    Advising and assisting trustees and the taxation of trusts

In Practice

  • 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

  • Charities

    Dealing with estate administration on behalf of large national charities and working closely with legacy officers where there are charitable beneficiaries

  • Inheritance Tax

    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

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