Valerie's team cover all aspects of Wills, Estate Planning,
Inheritance Tax advice, Probate and Estate Administration, as well
as Trusts, Powers of Attorney and Court of Protection work.
Valerie herself advises on Will preparation and tax planning for
estates of all sizes, together with probate procedure. She is a
member of the Society of Trust and Estate Practitioners
(STEP), and also acts as Attorney for clients whose
mental disabilities prevent them from managing their own
affairs.
As a member of Solicitors for the Elderly, Valerie also advises
on issues affecting elderly client - especially Powers of Attorney
and long-term care planning. Valerie's recent work includes:
- Preparing tax planning Wills for clients with substantial
estates, including family businesses
- Advising on tax reliefs
- Administering estates which include the nil-rate-band
discretionary trust and loan scheme
- Acting as co-trustee alongside clients in numerous family
trusts holding substantial assets including unquoted shares