Expertise
Emily is a Senior Associate in the Private Client team, advising clients on tax-efficient Wills and succession planning in order to protect wealth for the next generation. She also administers high value and complex estates and deals with issues arising from the loss of mental capacity.
Emily’s expertise also includes advising on the establishment of new charitable structures, charity mergers and incorporations, and general charity administration.
Recent Experience
- Advising on high net worth individuals with overseas assets on their Wills and succession planning needs.
- Advising mixed US/UK citizen couples on their UK tax and estate planning.
- Administering a high value and complex estate and dealing with negotiations with HMRC as regards to heritage tax reliefs available.
- Advising a family on the establishment of a grant making Charitable Incorporated Organisation (CIO) and liaising with the Charity Commission.
- Advising a religious charitable trust on incorporating from a trust to a CIO.
- Applying to the Court of Protection for the appointment of a deputy to manage the financial affairs of an incapacitated individual.
Career History
Emily started at Wedlake Bell as a trainee in 2012 and qualified into the Private Client team in 2014. She has a degree in English Literature and Education from Cambridge University.
Emily is a STEP (Society of Trust and Estate Practitioners) member, having completed the STEP Diploma in Trusts and Estates.
Publications
“How gifting from surplus income can mitigate an inheritance tax liability” published in Campden Wealth in March 2023.
“Can I leave my estate directly to my grandchild” – quoted in the Financial Times June 2023.