How Can Louise Help You?
Louise works within the Private Client, Estates, Tax and Trusts team in our Bristol office, dealing with Will enquiries, advising, drafting and execution. She takes instructions from clients and assists with estate administration in both taxable and non taxable circumstances.
Louise is able to meet clients at their home, or at our office to discuss matters relating to the Court of Protection; Lasting Powers of Attorney, Deputyship Applications and the registration of such documents.
Meeting Your Needs
Louise has worked within the Private Client team for many years and enjoys the variety of the work, and the client contact and care that is required for private clients'. Her experience allows her to adapt to each individual clients' situation and needs.
What Others Say
'You were brilliant and made a stressful time so much easier… Thank you also for every assistance you have given us and the professional manner in which you have conducted my late mother's affairs. It certainly helped me knowing that you were taking care of everything.' Private individual.
What You Might Like to Know
Louise is a STEP (Society of Trust and Estate Practitioners) Bristol Committee Member, who is heavily involved in organising events around the Bristol area with the STEP team for members and others who have an interest. This involves working closely with intermediaries and building relations with other businesses in Bristol.
Louise recently passed the STEP Advanced Certificate in Will Preparation, increasing her knowledge and understanding within this area.
When Louise is not working she is a keen hockey player.