Emily is a Partner in our Private Client team advising on all aspects of estate planning. Emily has particular expertise in assisting clients with lifetime tax planning and the administration of family trusts. She also has extensive experience administering estates having worked in that area since 2005.
After graduating from Exeter University, Emily qualified as a solicitor in September 2005. Prior to joining Wansbroughs in 2017 Emily worked at Mishcon de Reya and also spent several years working “client side” in financial services as a Partner in a Family Office in London. Emily is a member of the Society of Trust and Estate Practitioners (STEP), completing the STEP diploma in 2013. Emily became a Partner in 2020.
- Acting in a Variation of Trusts Act application to Court to extend the accumulation of income provisions of a number of family trusts where minor and unborn beneficiaries had to be represented.
- Advising the executors in the estate of a farmer, making a claim for Business Property Relief (BPR) and Agricultural Property Relief (APR) on the partnership and farm assets and putting in place a discretionary trust to ‘bank’ the BPR/APR to enable assets to pass down to the next generation free from inheritance tax.
- Providing tax and estate planning advice to a wealthy couple with business assets, including setting up Wills to take advantage of Inheritance Tax reliefs and putting in place a deed of variation from one of their parent’s estates to prevent further value passing to their own estates for IHT purposes.