Charlotte, known as Carly, is an associate in the private client and tax team.
She advises on a broad range of private client and tax matters including wills, trusts, tax planning, succession planning and mental capacity issues.
She is a member of the farms and estates team whose focus is the trust, tax and succession issues particular to land owning families. She is also a member of the elder law team and advises, in particular, on lasting powers of attorney and disabled persons trusts.
Admissions
England and Wales, 2013
Education
University of Bristol, BSc (Hons) Geography
Languages
- English
Memberships
The Society of Trust and Estate Practitioners (STEP)
Key dates
- Year joined: 2015