Georgia Collier

Georgia is an Associate in our Bristol Private Capital team specialising in estate planning, Wills and trusts.

Georgia advises high net-worth clients and their families across Southern England and Wales.

Georgia is able to look at the whole picture and offer solutions using a plain English approach.

Georgia is a Full Member of STEP, the Society of Trust and Estate Practitioners.

How Georgia can help you

• Advising on a succession plan for your family
• Preparing a Will
• Preparing a Lasting Power of Attorney (LPA)
• Registering an LPA or Enduring Power of Attorney (EPA)
• Advising on lifetime gifts
• Setting up trusts, during lifetime or on death
• Advising on inheritance that you have received or are due to receive
• Advising on inheritance tax and capital gains tax, and other related tax issues
• Advising on your residence and domicile status
• Advising and outlining a plan of action regarding the succession of your assets abroad (or in the UK if you are a non-UK individual)

Experience

• Conducting domicile reviews
• Preparing wills for clients overseas with assets in multiple jurisdictions
• Advising and preparing Lasting Powers of Attorney for personal affairs and business affairs
• Dealing with the redirection of inheritance into trust for long term protection
• Preparing declarations of trust. For dealings in property where there has been unequal contributions of capital or uneven distributions of income regarding BTL properties.
• Restructuring of assets through use of trusts, wills and assisting more senior colleagues with the setting up of a family investment companies.