Louise is a Senior Associate in our Estates, Tax Planning and Trust team.
With over 14 years of experience in the team, Louise has developed and refined her expertise in estate administration, succession planning/trusts, wills and Lasting Powers of Attorney (LPAs), vulnerable adults and the Court of Protection.
Louise’s knowledge of estate administration allows her to guide families on available tax reliefs, including nil-rate bands, residence nil-rate bands, Business Property Relief, and Agricultural Property Relief. She also assists with estates involving cross-border assets and is well-versed in navigating tax complexities for estates with non-domiciled residency in the UK.
She advises clients on succession planning, helping structure personal affairs to suit individual needs, including lifetime trusts. She also assists with drafting wills and LPAs, ensuring they align with clients' specific requirements.
For families with vulnerable children, Louise provides guidance on protecting wealth while offering essential support through Vulnerable Persons Trusts and bespoke LPAs.
Her expertise extends to complex financial matters, including bespoke gifting applications, applications for professional or lay Deputies concerning property and financial affairs, and Court of Protection orders (s36 and s54) to appoint a second trustee for property-related issues when an individual has lost capacity. She also manages Deputyship files for professional Deputies.
Louise takes a client-centered approach, actively listening to understand each individual’s background and circumstances. This enables her to offer practical, pragmatic, and tailored advice to meet their needs and those of their families.
Louise is based in our Bristol office but can support you nationally.
What You Might Like to Know
Outside of work Louise enjoy walking, cooking, and reading.
Louise has recently become a member of a Court of Protection book group and is enjoying the opportunity to explore a diverse range of books that she might not have chosen otherwise.
Other teams Louise works with
Louise works closely with the Family Team on matters such as pre- and post-nuptial agreements and updating Wills during divorce proceedings. She collaborates with the Property Team to safeguard Executors, particularly when they act as landlords or when beneficiaries live in a deceased's property, as well as assisting with lease extensions and property transactions. Additionally, she liaises with the Commercial Team to connect business-owning clients with the necessary ad-hoc advice or agreements.
