Jenny is a Partner in the Charities, Tax & Trusts and Wills & Estates teams.
For over 15 years Jenny has worked with private individuals and business owners to advise them complex tax, trust and estate matters, including wills and guardianship arrangements, the establishment and administration of trusts (including declarations of trust between co-owners), succession planning, inheritance tax mitigation, lasting powers of attorney, probate and estate administration.
Additionally, Jenny also advises charities on establishing, incorporating and registering themselves, liaising with the Charity Commission, reviewing and updating governance documents (making scheme applications where needed), assisting with transactional and day-to-day issues, helping with disputes concerning charitable legacies and providing training for charitable trustees, staff and volunteers.
Examples of how Jenny has supported clients include:
- assisting a charity to sell off property and donate the sale proceeds to a local community foundation while subject to intense public scrutiny;
- supporting the trustees of a large charity through the process of incorporation; and
- leading a vulnerable widow through the administration of her late husband's estate, ensuring the money was invested wisely and tax efficiently to achieve financial security.