Debbie is a Senior Associate in the Tax & Trusts and Wills & Estates teams.
She specialises in complex will drafting, dealing with the administration of complex, high value estates (including large farming estates and estates with business and international assets) and also trust matters. She also advises in relation to Lasting Powers of Attorney including their preparation and registration, deals with probate applications (both complex and simple), administers and manages Trusts and advises high net worth individuals in relation to inheritance tax planning, succession planning and land related issues (including first registrations and Declarations of Trust). Debbie is particularly interested in advising family farming clients in relation to succession planning including wills and partnership agreements.
Debbie is a member of the Society of Trust and Estate Practitioners (STEP) and Debbie specialises in wills, succession planning, inheritance tax, estates and trusts (onshore) for a wide range of clients including high net worth individuals, businesses and particularly farmers.
Clients include private individuals, business owners, executors, administrators, trustees and beneficiaries.
Examples of how Debbie has supported clients include:
- Advising farming clients in relation to succession planning including Wills, partnership agreements and Lasting Powers of Attorney;
- Administration of a £2 million estate having advised the Deceased in relation to the reduced rate of inheritance tax where a legacy of 10% bequeathed to charity;
- Advising high net worth clients in relation to their inheritance tax position and planning including those with farming and business assets; and
- Preparation of complex IHT400s and administration of estates.