Bridie is a Senior Associate in the Tax & Trusts and Wills & Estates teams.
She provides guidance on estate planning to mitigate unnecessary tax charges. Her work includes the preparation of wills and lasting powers of attorney and she deals with probate and estate administration following death. For property co-owners who wish to clarify their ownership rights, she creates declarations of trust.
In addition, she provides specialist advice on deputyships for vulnerable people, including those with diminished mental capacity, preparing applications to the Court of Protection and supporting deputies who are already in post.
Her clients include private individuals, lottery winners, business owners, farmers, executors and administrators, trustees, lay and professional attorneys and lay and professional deputies.
Recent examples of how Bridie has supported clients include:
- supporting a high-net-worth business owner to prepare his will and implement estate planning measures to mitigate his inheritance tax position;
- supporting non-professional executors in the administration of a high value and complex estate with assets in the Caribbean and beneficiaries spread across the world;
- making an urgent application to the Court of Protection on behalf of a professional deputy to enable a statutory will to be prepared for a vulnerable person; and
- obtaining retrospective permission from the Court of Protection for a professional deputy to authorise significant expenditure already incurred in making home adaptions for a vulnerable client which were necessary to meet their care needs.