Bio
Hannah is a Private Client Associate.
Hannah advises individuals, families and business owners on a wide range of private wealth matters including wills, Lasting Powers of Attorney, trusts, tax planning and the administration of estates.
She works closely with high-net-worth clients and business owners to put in place clear strategies for succession planning, tax mitigation and asset preservation.
Other areas of expertise include dealing with the administration of high value and complex estates, such as those involving international assets, trusts, complicated family relationships and Deeds of Variation.
Hannah takes the time to understand clients’ circumstances and priorities, offering thoughtful advice tailored to their requirements.
Examples of Hannah’s work include:
- Helping to administer a high-value estate which included a property trust and international assets.
- Supporting high-net-worth clients with setting up Wills and Lasting Powers of Attorney and lifetime tax planning, using appropriate trust structures in the wills to provide protection and flexibility, and creating a separate Lasting Power of Attorney to cover business assets.
- Assisting with the administration and winding up of a discretionary trust created on death.