Charlotte is a Partner in the Private Client team, providing estate and business succession planning, trust law and personal tax advice to international families, family offices and fiduciaries. Many of Charlotte’s clients are based in, or have connections to, the Middle East.
She has extensive experience in creating bespoke wealth structures for clients, often involving business succession planning and the establishment of trusts and foundations. She has a particular interest in family governance, working with founders and business families to understand their values and long-term objectives and create family constitutions and wealth structures that reflect their needs.
Charlotte regularly advises trustees and beneficiaries on issues arising in the administration of trusts, including administrative court applications for rectification, rescission and the variation of trusts.
She also advises on contentious trust matters, including issues relating to the validity of trusts, applications for the removal of fiduciaries, investment disputes and the contentious division of trust assets. This experience informs her non-contentious practice, enabling her to identify and address potential risks when establishing wealth structures.
Charlotte has been described as ‘relentlessly hard-working and brilliantly insightful’ in The Legal 500. She is ranked in both Chambers High Net Worth and The Legal 500, where clients also describe her as ‘pragmatic and practical’.
