Bio
Philippa is a Private Client Solicitor.
Philippa advises on Inheritance Tax planning, gifting and succession planning.
She drafts and executes wills, including those containing life interest trust structures and discretionary trusts. She also advises clients with complex family dynamics including excluding family members from wills.
Philippa also has experience in drafting Deeds of Variation for post-death variations of the will to provide tax-efficiency for the beneficiary and their family.
Her work involves administering estates including grant extraction and full administration. This includes communicating with banks, financial advisers, lenders, beneficiaries and legatees. Philippa also provides advice to executors on their duties and process.
Philippa deals with sale of probate properties, estate shares, premium bonds and investment portfolios. She also advises on appropriation of assets and the Capital Gains Tax implications.
Examples of Philippa’s work include:
- Advising a client going through divorce proceedings on the appropriate structure of her will and asset protection for the future.
- Administering long-term trusts including rental properties and shares held abroad.
- Drafting wills for clients with substantial business assets and personal finances.
- Drafting Wills for clients with complex family dynamics including blended families and estranged family members.
- Administering an intestate estate for an unmarried, cohabiting deceased who left minor children, where the estate had not been dealt with at all in the year following the death.