Steele Raymond
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About Paula

Paula is a Senior Associate in our Estate Planning and Tax team.

Paula has experience in a broad range of private client and tax matters with over 25 years of experience in tax, trust and estate administration work.

She provides estate and tax planning advice for clients including high net worth individuals, and strives to find bespoke solutions for clients often liaisng with other professionals and colleagues to ensure a holistic approach to the advice given.

In addition, Paula offers support and adivce to trustees regarding the administration of trusts and in respect of key events for example; making distributions from trust assets, changing or closing a trust. Paula is experienced in advising and preparing Capital Gains Tax (CGT) residential property returns, Wills, Lasting Powers of Attorney and in Court of Protection matters.

Early in her career, before moving to work within the legal sector, Paula worked at both HM Revenue and Customs (VAT) and one of the big 4 accountancy firms where she provided tax advice for foreign nationals in the UK and UK nationals abroad. She has a wealth of experience and knowledge on which to draw on to advise and assist clients.


  • Estate Planning and Tax

    Producing detailed tax advice reports in respoect of lifetime estate planning

  • Estate Administration, including applying for Grants of Probate and Letters of Administration

    All parts of estate administration including preparing IHT returns, post-death tax planning and arising trusts

  • Capital Gains Tax

    Capital Gains Tax (CGT) advice and planning, including preparing CGT residential property returns

  • Trusts

    Advising trustees of their duties, taxation of trusts, tax returns, trust deeds and planning with trusts

  • Powers of Attorney, capacity and Court of Protection

    Preparing and registering all types of Powers of Attorney, advising attorneys and deputies and Court of Protection applications

In Practice

  • Wills and Estate Administration

    Acting for a range of clients including families and business owners with assets both in the UK and overseas. Work has included dealing with both business property and agricultural property and the interaction of lifetime settlements.

  • Inheritance Tax

    Inheritance tax planning; including use of avaliable reliefs and allowances, lifetime gifting and preparation of tax planning advice reports in which bespoke solutions to mitigate inheritance tax are put forward to clients. Including post death variations.

  • Trust advice and administration

    Creating, varying and closing down trusts including advice to trustees and beneficaries, dealing with all associated taxation matters and filing requirements for income tax, inheritance tax and capital gains tax and trust registration requirements.


  • Income Tax and Capital Gains Tax

    Assisting with the preparation and submission of self-assessment tax returns for individuals, trusts and estates, CGT residential property return reporting and providing calculations and advice in relation to the same.

  • Elderly and vulnerable clients

    Acting for and advising elderly and vulnerable clients and their relatives, attorneys and court appointed deputies. To include making applications to the Court of Protection. Providing assistance with the general management of affairs for such clients.

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