Charlotte is an associate in the private capital team and advises individuals and families on succession planning. She also regularly acts for trustees in relation to the administration of trusts, including advising on governance and tax issues.
Experience
Examples of experience include:
- Preparing wills, codicils and trusts for both UK-based and international clients, including providing advice on inheritance tax planning and cross‑border succession issues
- Advising trustees in relation to the administration of UK based trusts and supporting on a wide range of operational, tax and strategic matters
- Advising business-owning families on inter-generational succession planning, including the use of trusts and family investment companies
- Advising landowning families on strategy and long-term succession planning
- Acting for the executors of high value estates, including those with agricultural and business assets as well as estates with cross-border elements.
