Charlotte joined our Private Client Team from Rowley Dickinson, in January 2016.
She is an experienced private client specialist, and provides clients with advice on Wills and assistance with future planning. This 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 gives assistance to personal representatives and executors in the administration of estates and is known for her sympathetic approach. She provides advice on the administration of trusts and completes tax returns and accounts on behalf of trustees.
She also deals with Lasting Powers of Attorney and applications for the appointment of a deputy to the Court of Protection.
Charlotte is a full member of the Society of Trust and Estate Practitioners and in May 2017 was appointed as a member of the Law Society's Private Client Section advisory committee.
0161 837 8086
2, The Malt House,
Deva City Office Park,