Bio
Wendy is a Private Client Partner.
Wendy specialises in advising individuals and families on all aspects of estate planning, helping clients structure their affairs to protect wealth and provide for future generations.
She offers practical, tailored advice on mitigating Inheritance Tax and Capital Gains Tax liabilities, planning for the potential costs of long-term care, and ensuring that personal and business assets are managed efficiently during lifetime and on death.
Wendy also advises business owners on succession planning, helping them achieve a smooth transfer of business interests while safeguarding family and commercial objectives.
A key part of Wendy’s practice involves preparing both personal and business Lasting Powers of Attorney, ensuring that trusted individuals are empowered to make decisions if a client becomes unable to do so themselves, thereby avoiding potential difficulties and uncertainty in the future.
Wendy has experience in the administration of estates, including complex matters involving agricultural and business property reliefs, high-value estates, and assets with cross-border elements. She guides executors and beneficiaries through the probate process with sensitivity and efficiency, ensuring that legal and tax obligations are met.
Examples of Wendy’s work include:
- Advising on a client’s domicile to assess qualification for spouse exemption from Inheritance Tax in the UK.
- Administering a high-value estate with cross-border issues.