Eleanor Metcalf

Partner

Private Client

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Expertise

Eleanor advises on estate and tax-planning for UK and non-UK domiciled individuals, trusts and trustees and landed estates. She also advises charities and charity trustees on all aspects of charity law and trust law, including taxation, tax efficient charitable giving and trading.

Eleanor advises on tax efficient methods of holding and passing down wealth to the next generations through the drafting of Wills and family trusts, advising on and involved in the day-to-day administration of varied types of assets and holding structures, restructuring as and where necessary to ensure wealth protection and the mitigation of taxation.

Recent Experience

  • Advising the trustees and administering a complex set of 10 trusts with 170 beneficiaries (resident worldwide).
  • Advising the trustees of a landed estate on restructuring and tax mitigation following the death of the life tenant.
  • Advising UK/US couples on UK estate planning.
  • Advising/acting as a trustee of a private grant-making charity.

Career History

Eleanor trained at Wedlake Bell and qualified as a solicitor in 1992, becoming a Partner in 2003 and was Head of the Private Client Team from 2007 – 2016.

She is a member of the Law Society’s Private Client Section, the Charity Law Association and the Historic Houses Association.

Eleanor has a degree in Law from University College London.

Eleanor Metcalf advises clients on UK and international tax and estate planning matters as well as assisting with wills, trusts and other wealth management structures. Her expertise also includes advising on a variety of charity law matters.

HNW Chambers 2019

Eleanor Metcalf provides tax and estate planning advice to international and UK clients. She assists with the preparation of wills and trusts for succession planning purposes, as well as the ongoing administration of structures. Metcalf also advises on charity law matters, including tax-efficient philanthropic giving.

Chambers HNW 2018

Eleanor Metcalf is ‘a good communicator, and provides good support and technical advice’.

Legal 500, 2017

Eleanor Metcalf is described as "a star" by one fellow lawyer, who adds that "she's got good focus and she's pleasant." Metcalf is an experienced private wealth lawyer, handling estate planning and administration, and providing wealth structuring advice to affluent individuals and families. She has particular expertise in charity law, acting as a trustee, as well as a legal adviser on structuring matters to philanthropic organisations.

Chambers HNW Guide 2017

News

Private Client Team Awards and News

Awards Ranked in Tier I of eprivateclient’s Top Law Firms 2019   Private Client team shortlisted for STEP’s ‘Private Client Legal Team of the Year – mid size’ Camilla Wallace, HeadRead more

Bulletins

Why make a will?

A Will is a legal document in which a person declares their intention as to what should happen to their assets after their death. You are not legally obliged toRead more

Bulletins

Trust Is A Good Thing

Much has been said and written recently about the use (or misuse) of trusts, mostly in the context of tax avoidance and money laundering, and the related introduction of additionalRead more

Bulletins

New Inheritance Tax Relief for the Family Home

Inheritance tax (“IHT”) is charged on your death at the rate of 40% based on the value of your assets. This 40% rate is only charged on any value exceedingRead more

Bulletins

How can I ensure my children inherit equally?

Eleanor Metcalf answers a readers question in Choice Magazine published on 24 June 2016. Q. I am 83 and have recently sold my house for £200,000. My son has suggestedRead more

Bulletins

Budget 2016: Main Points for Private Clients

The Chancellor’s Budget on 16 March 2016 contained positive news for private clients, with reductions to the capital gains tax (“CGT”) rates, extension of CGT entrepreneurs’ relief, and the introductionRead more