Contact details:
T: 01722 424477
E: Send Elizabeth an Email
Office Address:
Rougemont House
Rougemont Close
Salisbury
Wiltshire
SP1 1LY
T: 01722 422300
F: 01722 422121
DX: 58017 Salisbury
Areas of Work Covered:
Consultant Solicitor – Private Client Department
Elizabeth is a senior solicitor who has more than thirty years’ experience in advising private individuals and families on Inheritance tax planning, Wills, Trusts and all types of family wealth succession planning structures.
Elizabeth provides to her clients a combination of technical excellence, the ability to communicate complex matters simply, creativity and pragmatism.
Elizabeth is a Full Member of STEP – the Society of Trusts and Estates Practitioners – a global professional body, comprising lawyers, accountants and others helping families plan their financial future. Full Members, known as TEPs, are described by STEP themselves as “internationally recognised as experts in their field, with proven qualifications and experience.”
And in addition to practising as a solicitor, she was for some time the UK’s biggest legal training organisation’s trust specialist, lecturing to other solicitors on trusts.
In broad terms, she covers the following areas of advice:
• Tax planning – minimising the liability to inheritance tax, capital gains tax and income tax both in their lifetime and on their death.
• Planning to pass the wealth down the generations
• Family protection
• Cross border matters. She has extensive experience with clients with assets overseas, or who are not UK domiciled and/or who are in a relationship where one is home grown and one not. She ensures her tax solutions do not impact adversely on their home territory tax planning.
• Pension planning There are a wealth of structures and opportunities here. Theses include strategic gifting, many different types of trusts), complex wills, collapsing trusts, advising on existing and/or future corporate or partnership structures, from a family wealth perspective, Family Bibles and succession strategies and more.
Elizabeth is pleased to be involved in a number of charities and other non-executive roles and in her home life she particularly does not enjoy gardening.
