Wendy is a Fellow of the Institute of Chartered Legal Executives. She joined Burley Geach, Haslemere in 2004 as part of the private client team before she transferred to Grayshott where she deals with a wide range of matters, including Wills, Inheritance Tax Planning, administration of estates and trusts, Lasting Powers of Attorney and Court of Protection work.
- Probate and estate administration
- Lasting Powers of Attorney
- Deputyship applications to the Court of Protection
- Inheritance tax planning
- Estate administration and charities
Acting for an executor whereby the entire estate passed to charity beneficiaries. This area of law can be complicated especially where land is concerned. In this particular case it was necessary to comply with the requirements of Section 117 of the Charities Act 2011.
- Estate administration
Acting for an executor whereby there were multiple residuary beneficiaries. The estate was divided unequally between charities and relatives of the deceased.
- Capital Gains Tax considerations and appropriation
Dealing with an estate where there was a large shareholding which had increased significantly since the date of death. Had the executor sold the shares there would have been a large capital gains tax liability but this was considerably reduced by giving advice in connection with appropriation.
- Using the nil rate band
Advising clients in connection with wills which leave a nil rate band legacy to trustees on discretionary trusts.
In her spare time Wendy enjoys long walks in the countryside and foreign travel.Back to Our people