Liz’s expertise includes working with financial advisors and accountants in connection with Wills and Trusts to preserve family wealth for future generations and to ensure that estate planning structures are both robust and sufficiently flexible to achieve long term family protection. Liz advises on a wide range of Inheritance tax issues and is known for her combination of technical skill and client friendly approach.
Liz also deals with the creation and administration of trusts for pension death benefits and personal injury awards as well as dealing with the winding up of complex estates.
Described as “Technically brilliant” by Legal 500 2010, Liz joined Clarke Willmott in 2001 after fifteen years of practice in the field of Private Client matters in Bristol and Chippenham.
Liz is a member of the Society of Trust and Estate Practitioners (STEP) and lecturers to both professionals and potential clients both in person and via webinars and podcasts.
Experience
Advising clients with a large family estate on a Will and Trust structure to provide asset protection and flexibility on the death of the first spouse to die followed by tax efficient and flexible Trusts for the benefit of their young daughters on second death.
Assisting clients with business assets and a significant inheritance tax liability on the death of the surviving spouse. Drafting Wills and multiple trusts to mitigate any future Inheritance tax charges.
Obtaining UK Grant of Probate of a South American Will. The work involved obtaining clearance from UK Inland Revenue in relation to inheritance tax based on the complex domicile rules of a pre 1974 marriage and the Grant of Probate required not only a translated and notarised copy of the Protocolized Will but an affidavit of applicable law in relation to the country of domicile.
