Bio
Claire is a Private Client Partner.
Claire specialises in high-level tax and trust planning, working with individuals, families and business owners to plan for the future, and preserve and protect their wealth across generations.
Her areas of expertise include private wealth and succession planning, estate planning, wills, trusts, lifetime gifts, Inheritance Tax planning, capacity issues, Lasting Powers of Attorney, Deputyship applications, and probate and estate administration, with particular expertise supporting elderly, vulnerable, and disabled clients.
With more than 20 years’ experience, Claire is a Trusts and Estate Practitioner (TEP), and has been recognised in The Legal Hall of Fame.
Examples of Claire’s work include:
- Advising families on complex gift arrangements to maximise Inheritance Tax reliefs and liaising with HMRC for acceptance of gifts in estates.
- Submitting IHT400 applications where there were complex gifts, and liaising with HMRC to maximise the IHT reliefs (particularly with gifts from normal expenditure claims).