Succession and Tax Planning
Wills and Powers of Attorney
Emma really enjoys building long lasting relationships with her clients and spending time getting to know and understand their individual circumstances. This in turn enables her to provide advice that is tailored to the specific needs of her clients which she always endeavours to deliver in a professional but sensitive and supportive manner.
Emma trained as a Private Client solicitor at a Nottingham firm qualifying in 2007 where she gained an excellent grounding in all aspects of Private Client work from will drafting, advising high net worth clients on succession and tax planning, dealing with the administration of deceased persons’ estates and advising on the creation and administration of trusts. In 2014 she moved to a large regional firm in Lincoln where she developed a particular interest and specialism in advising clients from the agricultural sector. She has continued this specialism since joining Shakespeare Martineau and advises farming clients on succession planning, taxation issues, wills and powers of attorney as well as dealing with the administration of estates of deceased farmers. She enjoys the technical nature of the work she undertakes and the bespoke nature of the advice she has to provide recognising the complexity of the personal circumstances of farming families. She recognises the importance of collaborating with other professional advisers whether that be colleagues, accountants, surveyors, land agents and independent financial advisers to ensure that her clients receive the best possible advice.
Emma also enjoys advising high net worth individuals on tax and succession planning matters, particularly those with corporate interests.
Emma qualified as a full member of the Society of Trust and Estate Practitioners in 2012 passing the entrance exams with distinction. She is also a committee member for the East Midlands branch of Women in Tax and is heavily involved in the Women in Agriculture networking group in Lincolnshire.
In her spare time, Emma enjoys spending time with her husband and three young children, playing hockey when she can and researching her family tree – she has traced one branch of her family back to Elizabethan times.
Having a proper succession plan in place to include a properly drafted will and lasting power of attorney is crucial to ensure that anyone, particularly those with business and farming interests leaves their affairs in the best possible position for their loved ones on their death. I recognise that these issues can be difficult and emotive for clients to address and I am passionate about making the process as straightforward, practical and comfortable as I possibly can.
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