Roxanne Tremlett

• Succession planning, including inheritance tax planning
• Wills
• Lasting Powers of Attorney
• Creating Personal and charitable trusts

Roxanne qualified as a Solicitor in 2018 and is an Associate Member of STEP.

Jurisdiction: England and Wales

• Advising an unmarried client with children from a previous marriage and children from a new partner on how best to structure their estate.
• Creating Wills that ensure that his children will be the main beneficiaries of his estate whilst providing security and protection to his current partner.
• Advising clients on the benefits of putting Lasting Powers of Attorney in place.
• Advising an author in relation to succession planning who wished to keep their literary estate separate from historical family wealth.
• Advising attorneys appointed under a Lasting Power of Attorney on their authority to make regular gifts on the Donor’s behalf.
• Advising clients on setting up and funding trusts for the benefit of their children and grandchildren during their lifetimes.