Bio
Jane is a Private Client Partner.
Jane specialises in succession and wealth preservation planning for individuals, families, business owners and trustees. Her focus is on helping clients protect, structure and transfer wealth efficiently, while ensuring their personal wishes, family circumstances and long-term objectives are reflected in robust legal arrangements.
She advises on all aspects of UK succession planning, including the preparation of complex wills, lifetime trusts, Inheritance Tax mitigation strategies (including the changing horizon around Business Relief, Agricultural Relief and Inheritance Tax on pensions), Lasting Powers of Attorney, Court of Protection matters, and complex estate administration.
Her work also involves advising clients with international connections, overseas assets and cross-border succession issues, ensuring that estate planning arrangements are coordinated across multiple jurisdictions and align with both UK and foreign legal requirements.
She has extensive experience advising high-net-worth individuals and families with diversified asset portfolios, including property holdings, investment structures, family businesses, agricultural interests and trust arrangements.
Jane is a member of the Society of Trusts and Estate Practitioners (STEP).
Examples of Jane’s work include:
- Assisting foreign advisors with on an estate worth in excess of £100 million.
- Advising shareholders of a family-owned business on estate planning arrangements that balanced Inheritance Tax considerations with the commercial requirements of the business and the differing interests of family members.
- Acting for executors of many high-value estates comprising UK property, foreign assets, investment portfolios and trust interests.