The global drive for greater transparency of corporate and other legal entities continues. In an attempt to prevent money laundering, terrorist financing, tax evasion…Read More
Sally Spicer's Service Teams
Sally advises on all areas of Private Client work including the preparation of Wills and advice on related succession issues, inheritance tax mitigation, the creation, administration and taxation of trusts, and tax and estate planning generally. Sally’s practice also includes mental capacity and elderly client issues including advising on Lasting and Enduring Powers of Attorney and asset protection for vulnerable beneficiaries. She also has experience in the offshore elements of Private Client work, including advising individuals on their UK tax residence status and liabilities, and the creation and taxation of offshore trusts.
In 2012, Sally moved from client advisory work to being the Professional Support Lawyer for the Private Client team.
- Preparing precedent deeds and documents and know-how resources for the Private Client team
- Monitoring legal developments on Private Client issues and keeping the team updated of new legislation, case-law and practice
- Assisting with legal research and supporting the team generally with legal and practice-related queries
- Responsible for the team’s training and continuing professional development, including arranging internal technical sessions and co-ordinating external training
- Tracking and responding to Government consultations on proposed new law that affects our clients
- Assisting with writing articles on relevant legal issues for the press and industry publications
- Writing brochures and updates for clients on topical issues and key Private Client themes
Sally joined Wedlake Bell in 2004, qualifying as a solicitor in the Private Client team in 2007. She became the team’s first Professional Support Lawyer in 2012.
Sally is a member of the Society of Trust and Estate Practitioners (“STEP”) and the London-based Private Client PSL Forum.
Articles & Comment
15 Nov, 2016 | Jenny Cutts
14 Jul, 2016 | Jenny Cutts
There is a fine line between legitimate tax planning and tax avoidance. The latter can be caught under the statutory "general anti-avoidance rule" if it constitutes…Read More