Claire manages a team in the Private Client department and offers specialist advice in Trusts, Wills, Probate, Tax Planning and Estate Administration. She also provides advice for elderly clients in relation to Lasting Powers of Attorney and general affairs, including care home fees.
Claire is dedicated to providing an excellent standard of service for her clients, together with the best possible technical advice. She also strives to be supportive, accessible and approachable to her clients, as well as to her team.
Skills & Expertise
Claire helps a broad range of clients, mostly from the local area, and from all levels of the financial spectrum.
She has detailed experience of trusts and estates matters, covering all aspects of administration, from straightforward estates through to complex estates with a foreign element, or business or agricultural property. In particular, she deals with taxable estates and is regularly involved with negotiations with HM Revenue & Customs. She also deals with estates which may become contested.
Claire also specialises in trust work, and her experience includes drafting, establishing and managing a broad range of lifetime trusts, and of Will trusts, including the appropriate tax planning advice which accompanies this area of work. Claire is appointed as a trustee on many of the trusts that she manages.
Claire is also experienced in Enduring and Lasting Powers of Attorney, and dealing with elderly clients generally in relation to their affairs. She has also advised in relation to Deputyship applications, and other Court of Protection applications.
Claire regularly gives seminars to local businesses in her areas of expertise.
