Areas of practice
Tax, Finance & Investment
Charity & Third Sector Law, Private Client
Sue heads up our services for Individuals and Families. She specialises in asset and estate protection, particularly lifetime tax-planning schemes and tax-efficient Wills. As an expert in financial planning, Sue helps clients find the most profitable solutions for their needs.
She also deals with the creation, administration and winding up of private and charitable Trusts, and advises individuals on Trusts, Wills and related matters, as well as on the implications of the Adults with Incapacity legislation and the use of Powers of Attorney and guardianship. Sue is a member of the Society of Trusts and Estates Practitioners. As Head of Sector, Sue is keen to try and find cost-effective solutions for clients, and to make sure that we deliver the best advice for the right price.
As a leader in her field and a Partner in the firm, Sue is widely recognised as an expert advisor for business owners and entrepreneurs in particular.