Bio
Emma is a Private Client Associate.
Emma advises individuals, families, business owners, landed estates and farming families on succession, generational and Inheritance Tax planning, helping clients protect their wealth and ensure it passes to future generations in accordance with their wishes.
Considering all aspects of a client’s personal, family and financial circumstances, Emma provides tailored advice designed to achieve long-term objectives while mitigating potential tax liabilities and preserving family wealth.
Emma advises on the preparation of wills, Lasting Powers of Attorney, and trust arrangements, including the establishment, administration and ongoing management of trusts.
She assists clients with wealth protection strategies, and works seamlessly alongside accountants, financial advisers and other professional advisers to navigate complex planning considerations and deliver joined-up solutions.
Emma advises executors, trustees and beneficiaries on all aspects of probate and estate administration. She has experience dealing with complex estates involving business interests, agricultural property, trusts and international elements, providing clear, practical guidance throughout the process and helping clients navigate matters with confidence during what can often be a challenging time.
Examples of Emma’s work include:
- Advising farming families on succession and generational planning, helping to structure arrangements that balance family objectives, business continuity and inheritance tax considerations.
- Supporting clients with the establishment and administration of trusts, including trustee appointments, trust registration requirements and ongoing trust management designed to protect and preserve family wealth.
- Dealing with the administration of estates involving high-value claims for Business and Agricultural Property Reliefs.