Partner
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
“Making Experience Count
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© Copyright 2022 Steele Raymond LLP
Steele Raymond LLP is a limited liability partnership registered in England and Wales under number OC311376 Registered Office: Richmond Point, 43 Richmond Hill, Bournemouth, Dorset, BH2 6LR
Authorised and regulated by the Solicitors Regulation Authority (SRA number 419728)
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Steele Raymond LLP is a limited liability partnership registered in England and Wales under number OC311376 Registered Office: Richmond Point, 43 Richmond Hill, Bournemouth, Dorset, BH2 6LR
Authorised and regulated by the Solicitors Regulation Authority (SRA number 419728)