Charlotte is an experienced solicitor, team leader for our Private Client team and a Director of the Hugh Jones Trust Corporation which acts as corporate trustee and executor.
She is a full member of the Society of Trust and Estate Practitioners and in 2017 was appointed as a member of the Law Society's Private Client Section advisory committee. Charlotte is also a full accredited member of Solicitors for the Elderly.
Charlotte advises clients on wills and future planning which includes advice on the use of trusts, particularly if the client has concerns about protection of their assets or wishes to provide for someone who may be disabled or unable to manage their own affairs.
Charlotte also assists personal representatives and executors in the administration of estates. She is known for her sympathetic approach and works with clients in difficult circumstances to ensure that the administration process is as easy for them as possible.
She also specialises in the creations and administration of trusts, particularly family and PI trusts; this might include advising trustees on their duties and the powers available to them, assisting them to comply with increasing regulatory requirements or completing tax returns and trust accounts.
Charlotte is delighted to help a range of charity and 'third sector' organisations with talks and presentations, either on line or in person - please contact her if your organisation would benefit from this.
0161 837 8086
2, The Malt House,
Deva City Office Park,