Jacqui Lazare

Jacqui advises private clients on UK-based tax and estate planning, estate administration and philanthropy and also advises charities on a range of issues.

Jacqui is a Senior Associate in Clarke Willmott’s private capital team specialising in lifetime estate planning. She joined Clarke Willmott in 2020 having previously worked at Royds Withy King in Bath.

With over 15 years’ experience Jacqui advises private clients, focusing on high net worth UK-based tax and estate planning which includes Wills, trusts and estate administration.

Jacqui’s work regularly includes dealing with wide-ranging complex issues facing clients, including dealing with trust interests and business assets ranging from interests in limited companies to partnerships.  She has expertise in advising on vulnerable person’s trusts and declarations of trust over property.  As part of this work Jacqui also advises on and puts in place lasting powers of attorney, including lasting powers of attorney for those with business interests. She is also experienced in advising charities and philanthropists and advising on elderly client and incapacity issues. Jacqui provides a bespoke, personable service to her clients working alongside any other professional advisers such as independent financial advisors and accountants to ensure that her clients’ best interests are met and exceeded at all times

Jacqui is a full member of the Society of Trust and Estate Practitioners (STEP) and belongs to the Charity Law Association. She is regularly invited to speak at conferences and seminars on private client issues and charity governance.

Jacqui was previously elected to the STEP Special Interest Group Philanthropy Committee and has sat on a number of working parties for the Charity Law Association.

Jacqui has also served as a trustee of Bath’s front line children’s charity, First Steps.

How Jacqui can help you

Jacqui provides a bespoke, personable service to her clients working alongside any other professional advisers such as independent financial advisors and accountants to ensure that her clients’ best interests are met and exceeded at all times.

Jacqui’s lifetime estate planning work includes advising on:

• Tax efficient ways to deal with significant events, such business exits;
• Setting up of trusts for both protective and tax planning reasons, including vulnerable persons or disabled persons trusts;
• Declarations of trust – to properly record the entitlement of beneficial interests in jointly owned property;
• Lasting powers of attorney and in particular business lasting powers of attorney;
• Estate administrations.

Jacqui’s charity work includes advising on:

• Governance issues;
• Managing conflicts of interest and proper decision making;
• The creation of charitable or not-for-profit entities to include registration with the Charity Commission, where appropriate.
• Philanthropy – tax effective giving and overall giving strategies.

Experience

• Advised clients with significant business interests on their overall estate planning, to include advising on the best form of Wills and creating a lifetime settlement to protect the interests of a vulnerable child and to mitigate inheritance tax.
• Advised a client with significant worldwide assets on how to best structure and register a charitable entity to achieve their charitable aims. Included detailed liaison with the Charity Commission.
• Simultaneously advised on the best form of Will to ensure it dovetailed with their lifetime planning.
  Advised an elderly client with fluctuating capacity on a review of their Will and lasting powers of attorney. Carried out review of inheritance tax position and extent to which this could be mitigated against, especially in light of their particular vulnerability.
• Advised trustees on the winding up of a settlement and the overall tax position to include ensuring earlier steps taken to secure entrepreneurs’ relief on certain assets were not taken in vain.
  Advised on tax implications of transfer of part share of property for estate planning reasons and preparation of a suitable declaration of trust to record the arrangement.
• Advising existing charities on all elements associated with winding up, merging with another charity or conversion to a CIO (charitable incorporated organisation) to include advising on the decision-making process, liaising with the Charity Commission and subsequent transfer of assets.