About
Natalie supports clients through all stages of the administration process, helping to manage tax exposure and ensure estates are administered efficiently.
Estate administration and post-death planning
She has extensive experience advising on complex estate administrations, including those involving international assets. She supports executors and personal representatives through the legal and practical aspects of administering estates, including navigating inheritance tax issues and engaging with HMRC.
She also advises on post-death planning, including the use of deeds of variation and other strategies to achieve tax-efficient outcomes following death.
Trusts and estate structuring
Natalie advises on the creation and administration of trusts, as well as their role within estate planning and post-death structuring. She supports clients and trustees in managing trusts effectively and in line with their wider succession planning objectives.
Charities and legacy administration
She has extensive experience advising charities on legacy administration. She works closely with charities on the interpretation of Will provisions, including drafting appropriate wording for specific bequests and residuary gifts, and advising on legacy campaign literature.
Her experience includes a secondment with a major UK charity, providing first-hand insight into legacy administration processes.
Mental capacity and Court of Protection
Natalie advises on a range of Court of Protection matters, including the preparation and registration of lasting powers of attorney and deputyship applications. She regularly advises deputies and attorneys on their duties and responsibilities.
Experience
- Acting for a number of deputies in relation to their role including dealing complex financial issues and overseas assets
- Acting for the executor of an estate with international assets, involving tracing the assets and extensive negotiations with HMRC regarding the liability to inheritance tax
- Completing a successful secondment with a major UK charity in their legacy administration team.
