Bio
Amy is a Private Client Associate.
Amy advises on the preparation of wills, with particular expertise in trusts, Inheritance Tax mitigation, and succession planning.
Her expertise spans the creation of Lasting Powers of Attorney, registration of Enduring Powers of Attorney, deputyship applications, and advising attorneys and deputies in relation to their duties; assisting with administration of estates (including high-value estates and those involving trusts and foreign assets); and advising on a range of trust matters (including administration, review, appointment and retirement of trustees, and advising professional trustees on trust administration).
Examples of Amy’s work include:
- Overseeing the administration of an estate valued at more than £2 million which involved rental properties, foreign assets, and implementing terms of a financial divorce settlement.
- Assisting a client with a large property portfolio involving properties held in different trusts, including managing the trusts and reviewing of tax implications.
- Assisting a client with business assets, including the preparation of their wills to ensure that Business Property Relief could be utilised in the most tax-efficient way.
- Advising clients who created a lifetime settlement with professional trustees who have since gone into administration.