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Sue Adams

Partner

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About 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.

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

Recommendations for Sue

"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."

Private Client, Bournemouth

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