Jacqui advises on all matters relating to the administration of estates, Deeds of Variation, Intestacy Rules relating to estates without a Will, drafting Wills and Tax and in particular Inheritance Tax and HMRC Tax Forms. Jacqui also advises on both Lasting Powers of Attorney and General Powers of Attorney and elderly client matters. With over 35 years experience in practice Jacqui has dealt with varying types of work but has specialised in private client work for the past ten years.
Jacqui likes to take a holistic approach to her work, looking for the simplest, most cost effective way to achieve the result required. Jacqui prides herself on being friendly whilst professional and using language that all can understand rather than legal jargon. She gives clear professional advice whilst remaining compassionate in what can be very upsetting circumstances of losing a loved one.
Jacqui regularly receives grateful messages of thanks including one matter when recently helping an elderly client, on an unrelated matter, he emailed a message of thanks referring to her as now not only his adviser but a friend.
Jacqui deals with all types of administration including complex estates involving intestacies and tracing beneficiaries in different countries, issues surrounding joint assets and resolving difficulties between both executors and beneficiaries to try and preserve the estate and avoid the costs of contentious probate matters.
Jacqui prides herself on giving fair legal advice, sometimes viewing the bigger picture which often helps clients to take a step back and resolve issues before they escalate where, for example, a Will has been drafted in unequal terms.
Jacqui is happy to offer a fixed fee advice session where she will assist a client to understand what work needs to be undertaken (as it is not always necessary to apply for a grant of Probate) and what work they can undertake in person to save on costs. Each case is unique and should be treated as such.
Jacqui regularly gives free talks and advice in the local community including at Harrow Carers and North Harrow Stroke Association.
Lawyer - FILEX
Jacqui has dealt with many different types of estates including both modest and high net estates, including successfully resolving issues between executors and beneficiaries and successfully challenging the Revenue in relation to Business Property Rules which resulted in one estate receiving a significant refund of tax.