Rose advises individuals and families of high net worth, both with and without offshore assets, on all aspects of UK estate planning, including tax planning, Wills, trust creation and administration. She works with clients’ other trusted advisers to achieve holistic planning for individuals and families, and prioritises offering clear advice of often complex tax and trust issues. She advises a number of family and other trustees, and deals with estate administration. Rose often advises clients with owner-managed businesses, blended families, and also covers Court of Protection work and advising elderly clients. Rose divides her time between our Lewes and London offices.
Client comments include:
“..professional, prompt and sympathetic..” Client
“Rose received glowing feedback from my client. It is so nice to be able to refer people who I know are excellent and will look after my clients so well.” Referrer
“..thank you for your sympathetic ear and good advice, well beyond the call of duty and very much appreciated.” Client
“I naively thought making a Will was a very simple project – wrong! But thank you for taking all the headache out of the situation and sorting out the trusts, letters of wishes and powers of attorney.” Client
“..so pleased to have found you…” Client