Sally Ashford, Partner
Sally has particular expertise in advising high net worth individuals and family business owners in relation to their estates and family succession planning, including inheritance tax mitigation and trusts.
AboutSally leads the non-contentious Private Client team in Guildford and has particular expertise in advising high net worth individuals and family business owners in relation to their estates and family succession planning, including inheritance tax mitigation and trusts. She has considerable experience in Court of Protection matters including deputyship and statutory will applications, and deals with complex capacity issues in addition to acting as a professional deputy. Sally also advises charities and not for profit organisations on legacy administration and legacy campaign literature. Sally is recommended in the legal directories Legal 500 and Chambers and is ranked in the Citiwealth Leaders List. She is on the reserve panel of the Court of Protection and a member of the Society of Trust and Estate Practitioners.
Sally is admitted to practise in England and Wales.
- Acting as Financial and Health & Welfare deputy for a client with complex capacity and welfare needs
- Advising multiple generations of a family in relation to their successful, national family business and personal assets
- Advising on inheritance tax planning, trusts and succession planning for a client with international dimensions and complicated family arrangements
The Surrey Chambers of Commerce report on the Charles Russell Speechlys' Community Fund's support of Surrey Young Carers
Action for Carers’ Surrey Young Carers service has been awarded a £3,000 grant from the Charles Russell Speechlys Community Fund.
The Bank of Gran and Grandad
Research shows over a third of grandparents have given a financial boost to their grandchildren and a further third have plans to do so.
Sally Ashford interviewed by BBC Radio Surrey on remote witnessing of wills
Sally Ashford quoted in a Citywealth special report on wills
Sally Ashford quoted in the Daily Mail on the impact of a proposed death tax hike
Sally Ashford featured in a Q&A in the Financial Times on inheritance tax on gifts
Sally Ashford quoted in Citywealth on the impact of the Autumn Budget on the private wealth industry
A charitable celebration
Charitable giving in Surrey
Community Fund for Surrey
Learn about our approach to philanthropic giving.
The role of the ‘sandwich generation’
Approximately 1 million adults in the UK are part of ‘the sandwich generation’ looking after elderly parents as well as young children.
Supporting good causes this Christmas
Whether supporting a cause close to your or raising funds, there are a number of important issues to consider
Charles Russell Speechlys Community Fund recognised by Business Magazine Awards
Charles Russell Speechlys Community Fund in Guildford recognised with Community Legacy Award,
Supporting Surrey’s family businesses
Charles Russell Speechlys hosted the launch of the Guildford Family Business Place Growth Club on 27 September.
Charles Russell Speechlys shortlisted for ‘Community Legacy Award’
Our Community Fund in Guildford has been shortlisted for the ‘Community Legacy Award’ at the Thames Valley Business Magazine Awards 2018.
Family Business Owners Invited to Guildford Growth Club Launch
A new business club aimed at supporting family businesses in Surrey launches in September.
Lack of governance ‘stunts growth’ of UK family businesses
New research published by Family Business Place and Charles Russell Speechlys.