Sue Adams

Our clients recommend Sue...

Private client, Bournemouth.

"Thank you so much for the help and advice about the content. It is a relief to have our wishes in a legal document at last. And thank you for your kind patience on the day."

An introduction to Sue

Sue is the private client team leader and dual qualified as a chartered tax adviser as well as a solicitor.

Sue is also a member of the Society of Trust and Estate Practitioners (STEP) and Solicitors for the Elderly.

She holds a distinction in the STEP Advanced Diploma in UK Tax for International clients.

We will only use this information to handle your enquiry and will not share it with anyone else.

Specialisms

  • inheritance & capital gains tax
    inheritance tax and capital gains tax advice and planning (in particular for farming and business clients)
  • tax & succession planning
     advising small business owners in relation to tax and succession planning
  • taxation of trusts
    the creation and taxation of trusts
  • offshore issues
    offshore issues, including offshore trusts and tax planning for non UK domiciled individuals
  • estates
    estate planning and estate administration
  • wills
     advising on and drafting wills
  • charities
     advising on charitable trusts and setting up charities
  • Powers of Attorney
     advising on and creating lasting Powers of Attorney
  •  acting as deputy and attorney
  •  making applications in the Court of Protection

In Practice

  • distribution of assets
    the winding up and distribution of assets from a life interest trust relating to a farm worth £4m
  • offshore trustees
    advising offshore trustees on the rebasing of trust assets for CGT in relation to distributions to UK beneficiaries
  • tax planning
    advising non UK domiciled individual in setting up excluded property settlement and relating tax planning
  • offshore trusts
    advising beneficiary and trustees of offshore trust on restructuring of trust
  • advising trustees of UK trust holding shares in offshore company with UK property in relation to proposed demerger and agreement between life tenants of trust
  • personal inheritance
    advising high net worth individuals regarding personal inheritance tax planning including setting up discretionary trusts for significant art works
  • deeds of variation
    advising on deeds of variation to reduce impact of inheritance tax on deceased’s estate

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