Liz is part of our Private Client team and has over 20 years’ experience assisting high net worth individuals and business owners with their inheritance tax and succession planning. This includes the preparation of tailored and tax efficient wills, structured lifetime wealth and succession planning, the creation of trusts and the preparation of Lasting Powers of Attorney. She provides advice to trustees both on and offshore, and works closely with trust companies, investment managers, family offices and private banks in providing her clients with a tailored service. This includes providing bespoke property trust advice in relation to purchasing U.K. property, advising on property ownership for succession planning, and trust deeds for joint owners to record differing contributions to the purchase price.
Having previously worked for Anglo Nordic firm Corren Troen, she has built strong links with the Nordic community, has a broad Scandinavian client base and a strong background in advising non- UK domiciled clients.