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Charlotte Pearce, Associate

Charlotte advises on a broad range of private client matters including Wills, trusts, tax planning, succession planning and mental capacity matters.

Summary

Charlotte advises on a broad range of private client matters including Wills, trusts, tax planning, succession planning and mental capacity matters.

Charlotte regularly assists clients with putting in place lasting powers of attorney, as well as dealing with cases where the capacity of the donor is in doubt.

She also advises clients with estates containing foreign assets and domicile issues

Charlotte is admitted to practise in England and Wales.

Experience highlights

  • Advising a family with agricultural land on their inheritance tax planning
  • Advising attorneys on the implications of fluctuating mental capacity and making gifts for tax planning purposes
  • Analysing and advising on the domicile of a successful business owner in the context of tax planning for the potential sale of his business
  • Advising on, and implementing, that post-death variation of an estate
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