Charlotte is a Partner in the Private Client team, providing estate and business succession planning, trust law and personal taxation advice for international families, family offices and fiduciaries. Many of Charlotte’s clients are based in, or have a connection with, the Middle East.
She is very experienced in creating bespoke wealth structures for clients, which often involves business succession planning and the structuring of trusts and foundations. She has a particular interest in family governance, working with founders and business families to understand their ethos and long-term objectives in order to create a family constitution and wealth structure to meet their needs.
Charlotte regularly advises trustees and beneficiaries on questions arising in the administration of a trust, including making administrative court applications for rectification, recission or the variation of trusts.
Finally, Charlotte is experienced in contentious trust matters, advising on questions relating to the validity of trusts, claims for removal of fiduciaries, investment disputes and the contentious division of trust assets. Her contentious expertise is invaluable when devising wealth structures, thanks to her bigger picture perspective and ability to foresee potential risks.
Charlotte has been described as ‘relentlessly hard-working and brilliantly insightful’ in Legal 500, and she is ranked in the latest Chambers High Net Worth and the Legal 500, where clients also describe her as ‘pragmatic and practical’.
