About
Josephine has extensive expertise in all aspects of estate administration, from obtaining grants of representation to advising on succession rules in cases of intestacy. She ensures that Inheritance Tax allowances, reliefs and exemptions are correctly applied, helping personal representatives to navigate HMRC’s disclosure and valuation principles. Josephine also provides post-death planning advice, ensuring that the estate is managed in the most tax-efficient manner for beneficiaries.
With a particular focus on estates involving international elements, Josephine coordinates cross-border tax advice and works closely with foreign advisors to ensure a seamless administration. Her expertise allows her to provide tailored advice for clients with complex, multi-jurisdictional assets, ensuring that each estate is handled with the utmost care and attention to detail.
Josephine is admitted to practise in England and Wales.