Penny is an Associate in the Trusts and Estates Team.
She advises on Wills, Estate Administration (including Agricultural Property Relief and Business Property Relief), Powers of Attorney, Tax Planning, Trust Creation and the registration of Lasting Powers of Attorney and Enduring Powers of Attorney.
She is an experience lawyer with over 18 years' experience in private client work. Her experience covers a wide range of Estate Administration issues including deeds of variation, disclaims and related tax work. She also specialises in complex Tax Planning work. Penny is sensitive, approachable and able to provide clear, practical and useful advice to clients.
Penny is a full member of the Society of Trusts and Estate Practitioners ("STEP").
- Various clients: Lifetime Tax Planning including Wills, Lifetime Trusts and Declaration of Trusts.
- Various clients: General Estate Administration including intestacy provisions.
- Various clients: Powers of Attorney both financial and welfare.
- Various clients: Deeds of variation to achieve long term assets protection goals as well as Inheritance Tax savings.
Various clients: Advises Executors/Trustees on Nil Rate Band Discretionary Trust arrangements and the advantages and disadvantages of retaining the Trusts or terminating them.