Overview

Claire is an associate in the firm's private client team and specialises in tax, trust and estate planning and probate work. 

Claire advises a wide range of clients including individuals, trustees, families and owner managed businesses on estate planning and tax issues. She also advises on probate matters including complex estates and estates with a cross-border element.

She is a member of the Society of Trust and Estates Practitioners (STEP). 

Experience
  • Advising families on estate planning, including setting up, running and terminating trusts and the related tax events.
  • Advising and assisting with a successful Variation of Trusts Act application to vary the terms of a family trust.
  • Administering complex estates, including those with multiple claims for inheritance tax relief.
  • Obtaining Grants of Probate for foreign domiciled clients with UK property.