
Charlotte specialises in advising personal representatives on inheritance tax reporting, obtaining grants of representation and dealing with all aspects of estate administration. Charlotte is experienced with advising international clients which often includes domicile and residency considerations.
Charlotte also provides advice to personal representatives and beneficiaries on post-death considerations to enable tax efficient outcomes. Mindful of the fact that clients will be dealing with emotionally challenging situations, Charlotte adopts an empathetic and practical approach.
Before specialising in probate and estate administration, Charlotte also advised individuals on the creation of bespoke tax efficient wills, succession planning for future generations, and trusts.
Charlotte is a member of STEP (the Society of Trust and Estate Practitioners).
Charlotte joined Payne Hicks Beach in January 2025, having worked in City and regional law firms since qualifying in 2016.