Bio
Natalie is a Private Client Associate.
Natalise advises individuals, families, and business owners across a range of private client matters.
Her expertise includes estate planning, will drafting, the creation and administration of trusts, the preparation of Lasting Powers of Attorney, and probate applications.
She also supports executors with the administration of estates, ensuring affairs are managed efficiently and sensitively.
Natalise is a member Association of Lifetime Lawyers and a qualified member of the Society of Trust and Estate Practitioners (STEP). She is also a recognised Dementia Friend.
Examples of Natalie’s work include:
- Acting for a family in setting up a discretionary trust before the pre-Budget changes, saving the family £80,000 in Inheritance Tax.
- Advising a family concerning a historic life interest trust settlement and the options available to them in closing it down, providing practical advice to align with their future plans and mitigate taxes.
- Preparing an Inheritance Tax report and subsequent application for the relevant reliefs for the family of a deceased with complex lifetime transfers and gifts.