Emma specialises in UK probate and estate administration and is a Senior Associate in the firm’s Private Client team.
Her expertise ranges from applying for all types of English grants of representation to advising as to succession rules where there is no valid will to undertaking domicile reviews so that succession and tax rules are correctly applied. She has extensive knowledge of HMRC’s disclosure and valuation principles and regularly assists personal representatives with their Inheritance Tax reporting obligations. She also deals with all ancillary probate matters including post-death tax planning, such as advising on and preparing deeds of variation, and the administration of will trusts.
Emma acts for both UK and non-UK personal representatives and most of her work involves a cross-border element. She has extensive experience in co-ordinating the administration of estates that span multiple jurisdictions ensuring that joined up tax advice is received. She has particular interest in administering estates with US connections and regularly works with US personal representatives and advisors.
Emma has recently completed the STEP Advanced Certificate in Cross-Border Estates.