Ellen is a Partner in the Tax & Trusts and Wills & Estates teams, as well as being Client Services Director for our Kings Hill office.
Her expertise is providing guidance on wills, lasting powers of attorney, trusts and probate matters of varying degrees of size and complexity, administrating high-net-worth estates, assisting with estate and tax planning, setting up and managing trusts, ensuring trustees fulfil their responsibilities and duties.
In addition, Ellen is experienced at acting in different roles including, professional executor, trustee, deputy, and attorney.
She acts for high-net-worth individuals, business owners, and property portfolio investors, and clients who have inherited substantial amounts of money.
Recent examples of how Ellen has supported clients include:
- preparing a will, letter of wishes and lasting powers of attorney for a high-net-worth client, ensuring adequate provision for his children and advising on potential claims against his estate, calculating and advising how to minimise his inheritance tax liability;
- protecting an entrepreneur’s business interests in the event of death or loss of capacity, while planning tax-efficient distributions to his spouse and children;
- preparing tax-efficient wills containing trust provisions to secure business property relief from inheritance tax on the first death, and creating trusts to preserve wealth for future generations of the family; and
- acting for the executor of two estates after both of his parents died in quick succession including detailed advice around maximising available reliefs in relation to business assets and lifetime gifts.