Bio
Jacqueline is a Private Client Partner.
Jacqueline specialises in providing tailored support high-net-worth individuals in relation to their personal affairs, with particular expertise in tax planning, trusts, succession planning, Lasting Powers of Attorney, and estate administration.
She is experienced in working across generations – particularly where tax planning is involved, or where a beneficiary may be vulnerable and require greater support.
Her areas of expertise include advising on capacity considerations and Court of Protection applications; acting as a Professional Attorney and Deputy; advising on the creation, and management, of vulnerable persons’ trusts; overseeing estates involving business assets, farms, and foreign assets; and working with other professional advisers in the UK and abroad.
Examples of Jacqueline’s work include:
- Advising on estates exceeding £5 million in value, including those involving other complicating factors such as business sales or property portfolio management.
- Dealing with estates with foreign assets.
- Creating and managing vulnerable persons’ trusts.
- Assisting clients to appoint themselves as deputies.
- Advising on statutory wills and statutory gifts in the Court of Protection.
- Working with wealth advisers and advising special interest groups on the changes to Inheritance Tax in relation to business assets, agricultural assets, and pensions.