Michele is a Partner in the Tax & Trusts and Wills & Estates teams.
With over 26 years’ experience, she has extensive expertise in capital tax planning, probate, trust creation and administration. Her work includes the drafting of wills and trusts to manage complex affairs to aid wealth protection, high net worth tax and estate planning and use of LPAs for individuals for company protection in the case of incapacity.
Michele creates Lasting Powers of Attorney and provides those more senior in years with support on estate and care fee planning. She also acts as Attorney and Deputy in Court of Protection work.
Clients include established family trusts and individuals, SMEs and elderly clients with capacity and care concerns. Michele regularly works with clients with a net worth of up to £30m, assisting them with their tax and estate planning requirements.
Recent examples of how Michele has supported clients include:
- the administration of an estate and successfully obtaining business property relief despite the company having a significant cash balance;
- complex tax planning to ensure that a business’ assets could be effectively passed to the next generation in a way that ensured fair distribution among those activity and not active in the business. The planning also ensures that the business can remain in-tact and operationally viable; and
- guiding a family through the creation of trusts to protect company assets and their children’s future inheritance. The trusts were established to mitigate the dilution of family wealth in the event of their children separating from spouses.