Charlotte has over 30 years post-qualification experience, specialising in the field of estate, tax and succession planning for individuals and families.

She has substantial experience of advising in relation to wills, trusts, powers of attorney, probate and estate administration, including complex areas of expertise. She also has considerable experience of providing empathetic advice to support elderly and vulnerable clients, including planning to safeguard against possible future difficulties associated with loss of mental capacity, managing the issues and processes where mental capacity is lacking, and advising attorneys and deputies in relation to their role, powers and duties.

In addition, Charlotte’s work involves supervising other members of the private client department in relation to the full range of private client work, including probate.