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Elizabeth has over 18 years’ experience heading Private Client teams and 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 minor children and trust deeds for joint owners to record differing contributions to the purchase price.

Having previously worked for an Anglo Nordic firm, 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.

Elizabeth's Location

Dixcart House
Addlestone Road
Bourne Business Park
Addlestone
Surrey
KT15 2LE, UK