Amy specialises in estate and succession planning including drafting Wills, inheritance tax planning, Trusts (formation and administration), guarding estates against care fees or potential claims by estranged family members, mental capacity issues including powers of attorney and deputyship orders.
She acts for all clients ranging from young professionals to elderly and vulnerable clients. This includes advice on various family situations such as new families, established families, second families and children from previous relationships and disabled beneficiaries.
Amy advises on a broad range of planning and asset protection. This may include writing a Will for the first time or amending an existing Will. To do this, Amy keeps herself up to date with law and technology and can advise on capturing digital assets.
Amy regularly advises on setting up Lasting Powers of Attorney so that clients’ affairs can be managed if they were incapacitated due to illness or accident. Using various Powers of Attorney, Amy can assist in appointing separate or the same attorneys to deal with your private matters, business matters and with health and welfare matters.
She has particular interests in the Court of Protection, working often with vulnerable clients and their attorneys and deputies.
- Making Wills for a young couple with children to appoint trustees to look after their inheritance until the age of 25 but with powers to advance money for education, medical purposes or a house deposit as necessary. Furthermore, to set up lifetime trusts to hold life insurance policies or death benefits from pension funds to circumvent inheritance tax and maximising the inheritance passing to their children.
- Acted for a couple requiring bespoke succession and inheritance tax planning who have in excess of two million pounds of assets. This included setting up an education trust for their grandchildren; advising on sheltering the family wealth on a potential divorce using will trusts due to one of their children having an unstable marriage; and guarding their estate from potential future care fees.
- A Deputyship Court application for a client whose mother had suffered a stroke and was subsequently unable to manage her finances or sell her property to fund care fees. This involved obtaining a medical report and filing further evidence in support.
- Amy is a member of the Private Client Section of The Law Society.