Sharon Oakley

A Chartered Legal Executive with more than 20 years’ experience, Sharon advises across all areas of private client law, with particular expertise wills, Powers of Attorney, Court of Protection matters, Inheritance Tax planning, and the administration of estates involving complex estate matters.

Sharon supports families, individuals, high-net-worth individuals, and business owners to undertake succession planning for future generations. She also acts as a professional trustee, attorney, deputy, and executor for clients, including working closely with accountants and financial advisers to facilitate financial management and administration.

Alongside membership of the Private Client Section the Society of Trusts and Estates Practitioners (STEP). Sharon is also a Dementia Friend.

Examples of Sharon’s work include:

• Advising clients on succession planning to mitigate possible Inheritance Tax and protect against changes to pensions in 2027.
• Advising on connected estates to ensure all tax elements were dealt with.
• Advising on ensuring pre- or post-nuptial agreements were taken into account as part of will drafting.
• Advising on lifetime planning for Inheritance Tax purposes, including drafting lifetime trusts and maximising gifting allowances.
• Assisting vulnerable clients via Powers of Attorney, and ensuring business needs are considered when drafting Powers of Attorney.
• Acting as professional attorney and professional executor for a number of clients.