Steele Raymond
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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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