Bio
Natascha is a Private Client Senior Associate.
Natascha has a range of experience in the private client sector, specialising in advising high-net-worth individuals, business owners, attorneys, executors and trustees on estate administration, Inheritance Tax planning, and the preparation of wills and Powers of Attorney.
She has particular expertise in advising executors and trustees on high-value taxable estates, including assessing the suitability of discretionary will trusts, providing guidance on estate planning, and preparing and registering Lasting Powers of Attorney.
Natascha is a full member of the Society of Trust and Estate Practitioners (STEP), and is fully STEP-qualified.
Examples of Natascha’s work include:
- Administering a high-value estate with a mixture of individual and charity beneficiaries, and mitigating the Capital Gains Tax burden on the estate.
- Putting discretionary will trusts in place for a couple to facilitate asset protection and flexibility.
- Working with an institutional client to provide bespoke process maps, aiding them with debt recovery from the deceased’s estate.
- Providing advice in relation to the construction of a will for professional executors.
- Rectifying a situation where a family would have received adverse Inheritance Tax charges on their estates.