Bio
Charlotte is a Private Client Senior Associate.
Charlottle supports individuals and families to plan ahead, protect wealth for future generations, navigate significant life events, and ensure their personal wishes are carried out with clarity and care.
Her expertise spans a range of private client matters including wills, Lasting Powers of Attorney, and estate administration (including high-net-worth estates).
She is an affiliate member of the Society of Trust and Estate Practitioners (STEP).
Examples of Charlotte’s work include:
- Administering an estate which included the termination of a settled land act settlement, including liaising with multiple solicitors and a trust company to enable the sale of an unregistered property with incomplete deeds.
- Administering an intestate estate where historic bankruptcy charges were present on several properties.
- Overseeing estate administration with international assets and complex family circumstances.
- Acting in the administration of an estate involving US-based assets, a death-in-service benefit for the benefit of minor children, and a mortgaged property that the children wished to continue residing in.
- Assisting in the administration of an intestate estate following the death of a sole parent, leaving a six-year-old child orphaned.