Bio
Bridie is a Private Client Partner.
Bridie has more than ten years’ experience advising individuals and business owners on personal tax planning, preparation of wills, and trusts (including declaration of trusts between co-owners), administration of trusts, succession planning, Inheritance Tax mitigation, care home fees mitigation, Lasting Powers of Attorney, registration of Enduring Powers of Attorney, and probate and estate administration.
Bridie is a specialist in acting for professional and lay deputies and attorneys in respect of managing a vulnerable person’s affairs and providing them with advice in respect of their duties and responsibilities in acting as deputy or attorney.
She also acts in respect of applications for the appointment of deputies for both property and financial affairs and health and welfare matters, applications for the appointment of new trustees, seeking permission to execute statutory wills, making lifetime gifts, and requesting specific authorities – such as the purchase or sale of a property.
Examples of Bridie’s work include:
- Supporting a high-net-worth business owner to prepare his will and implement estate planning measures to mitigate his Inheritance Tax position.
- Supporting non-professional executors in the administration of a high-value and complex estate with assets in the Caribbean and beneficiaries spread across the world.
- Managing the property and financial affairs of several individuals who do not have the mental capacity to manage their own affairs.