Jane has a wide client base and provides advice on estate planning needs through wills, trusts and related structures.
Jane is a Partner in the Private Client Team based in Bristol. Her work encompasses clients with a wide range of profiles; cohabitees, married coupes, grandparents, retirees, divorcees, those that are widowed and those that are incapacitated as a result of accident or illness.
Jane works with individuals and their professional advisors to ensure that their personal affairs are in order and to help them manage their estate planning needs at important times of their lives. She delivers solutions in a clear, efficient and understandable way.
Jane co ordinates with the probate team so that we can deliver estate administration solutions on the death of individuals.
How Jane can help you
As a non – contentious practitioner Jane works with clients to establish the composition of their estate and the options that present to achieve asset protection and tax efficient estate planning solutions
This extends to will and trust structures. Jane’s aim is to ensure that these are explained in simple terms allowing informed choices to be made as to creation / administration and the best solution secured for each client
Deeds of Variation are a common consideration where an estate position needs to be revisited
Jane works with other members of the private client team to deliver the administration of estates and continuing trusts
Advising on matters relating to capacity to undertake legal tasks and the preparation of Lasting Powers of Attorney both for Property and Finance and Health and Welfare