Elisabeth is an experienced private client lawyer, specialising in advising landed estates, farmers, partnerships and trusts.
Following a career in industry in the UK and overseas, including seven years at GlaxoSmithKline, a desire to return to her roots in the North prompted a career change. She joined the firm as a trainee in 2013 and qualified into the private client team in 2015.
Initially, she worked across a broad range of clients, but over the past six years she has become increasingly focused on working for landed estates and farmers. She qualified as a Trusts and Estates Practitioner (TEP) in 2021, obtaining distinctions in all papers.
Elisabeth enjoys working alongside a family's accountants and land agents to develop and execute plans to ensure the estate or farm passes to future generations safely and tax efficiently.
Experience
Examples of experience include:
- Working with a farming family to transfer partnership land into a trust prior to the land being developed into a solar farm
- Leading the correspondence with HMRC on a successful claim for Business Property Relief on the Balfour basis for a very large estate
- Ongoing work with an estate to transfer land and property to the next generation in a series of lifetime gifts, through the use of trusts and outright gifts. Advising the next generation on the availability of Balfour on their partnership
- Advising on conditional exemption claims for heritage property, including negotiating undertakings with HMRC and advising owners on compliance
- Drafting complex Wills for high-net-worth individuals and ensuring that the terms of the Wills align with the provisions of any partnership agreement.
"My wife and I would like to thank you for all your help, advice and patience over the last year or so. You have made a very difficult process so manageable and straight-forward"
Client comment
