Sue is the private client team leader and dual qualified as a chartered tax adviser as well as a solicitor.
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, including offshore trusts and tax planning for non UK domiciled individuals
Estate planning and estate administration
Advising on and drafting wills
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
Distribution of Assets
The winding up and distribution of assets from a life interest trust relating to a farm worth £4m
Advising offshore trustees on the rebasing of trust assets for CGT in relation to distributions to UK beneficiaries
Advising non UK domiciled individual in setting up excluded property settlement and relating tax planning
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
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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