Clare is a Director and Head of Wills & Inheritance, based in the Bristol office. She has 25 years’experience in private client work and has been with Gregg Latchams for 19 years.
Clare acts for both individuals and professional referrers, advising on Wills, inheritance tax and wealth management. She specialises in drafting complex Wills, trusts, and lifetime and post-death inheritance tax planning. She has particular expertise in succession planning for family business owners.
Clients appreciate Clare’s approachable, client focused and engaging manner, and technical expertise.
Examples of work Clare specialises in:
Acting for a family with significant assets. Clare advised them predominantly on lifetime planning opportunities, taking into account their asset portfolio. In this case, Clare advised on the creation of a lifetime trust, Wills and Lasting Power of Attorney.
Acting for the owners of a family business considering passing the business to other family members. Clare advised on the most appropriate way to ensure the business’ viability and that the wishes of the owners were fulfilled.
“We would like to take this opportunity to thank you and Kayleigh for your services and support in obtaining probate. The process has been less complicated and daunting than we feared and this is to a great extent due to your and Kayleigh’s efforts.”
Penny & John Huntley, Private Indviduals
“We found the service very prompt, efficient, accessible and friendly. We always felt we could ask for clarification and were given very helpful advice over difficult decisions.”
Sir Richard & Kate Sorabj, Private Individuals
To find out how we can help you or your business, get in touch.