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Harriet Betteridge, Senior Associate

Harriet advises individuals, trustees, beneficiaries and executors in her broad private client practice.

Harriet Betteridge, Senior Associate

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Service:

Private Client

About

Harriet is very experienced in estate planning for high net wealth clients in the UK and those with overseas connections. Her practice allows her to work with her clients to get the basics in pace, such as making a will, as well as on longer term succession planning strategies. Harriet has significant experience in setting up trusts and their ongoing administration and as part of this she advises on trust taxation. Harriet also deals with complex probate and estate administration matters often finding ways through seemingly intractable problems.

Harriet has significant tax expertise, and she has a particular focus on inheritance tax and capital gains tax planning. She is experienced in providing tax advice to trustees and beneficiaries as well as individuals. Harriet also acts for business owners and trustees in the restructuring of corporate/trust structures.

Harriet is admitted to practice in England & Wales.

Experience

  • Advising a high net wealth couple on succession and inheritance tax planning strategies where there were concerns about the financial abilities and marital circumstances of the children
  • Providing tax advice to trustees on the most efficient way of making distributions from a multi-million pound trust fund to beneficiaries who lived around the world
  • Advising a business owner on creating a trust for their shares in advance of a sale so as to capture inheritance tax business property relief before it was lost

Recognition

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