Chartered Institute of Legal Executives – Fellow 2009
Overview
I am a Partner in the Tax, Trusts & Succession team and joined Michelmores in 2017 after working at Clarke Willmott for the previous 13 years.
I assist executors and administrators with the administration of high net worth and complex estates frequently with foreign or contentious elements. Often these administrations also involve negotiations with HM Revenue & Customs over the payment of Inheritance Tax and specialist advice in claiming the relevant exemptions and reliefs. I have expertise in Agricultural Property Relief and Business Property Relief and am experienced in assisting personal representatives of large landed estates. I also have niche expertise in dealing with estates with charitable elements and understands the reporting requirements charities need to meet in their capacity as beneficiaries, executors or administrators. I head up a bespoke private wealth sub-team at Michelmores whose primary focus is on expertise in probate matters both nationally and internationally and as such Michelmores have a strong and solid offering in this area.
Breaking new ground in 135 years of Michelmores history I am the first Chartered Legal Executive to become a Partner at Michelmores. I am keen to focus on “home growing” talent here at Michelmores and to support people who may need to, or choose to, take an alternative route into law.
Outside of work I enjoy spending time with my two boys and my husband, mountain biking and taking long walks in the beautiful West Country (with an obligatory pub stop enroute of course!).
Areas of expertise
Recent experience
Successful applications and negotiations with HM Revenue & Customs, regarding Agricultural Property Relief and Business Property Relief for large farming estates
Successful applications and negotiations with HM Revenue & Customs, regarding gifting out of surplus income
Dealing with estates with multi-jurisdictional aspects
