Michelle is a Senior Associate in the Private Client team.
Working in the private client sector for many years, she has broad experience providing advice and guidance on matters such as the preparation and completion of simple and complex Wills, preparation and registration of powers of attorney, administration of both taxable and non-taxable estates, trust administration, intestacy issues, estate planning and Inheritance Tax/Care fee planning.
Michelle supports a variety of private clients with varying financial circumstances, needs, concerns and wishes; this ranges from elderly individuals to those making their first Will.
Examples of how Michelle has recently supported clients include:
- Administering a complex taxable estate involving foreign beneficiaries; and
- Provision of advice regarding the winding up of Discretionary Trusts.