Holly qualified as a Solicitor in October 2024 and is based in the Birmingham office in our Private Wealth team.
Holly has experience in advising her clients on various elements of Private Client work including:
- The administration of both taxable and non-taxable estates including complex and non-complex Grant applications;
- Advising Executors and Beneficiaries of the various processes involved in estate administration;
- Acting on behalf of Local Authorities in administering estates as Creditors to enable them to recover unpaid care fees;
- Making applications to the Court of Protection for a Deputyship Order where an individual has lost mental capacity;
- Preparing and advising on the operation of Lasting Powers of Attorney and acting as Certificate Provider;
- Preparing Wills that best suit the individual’s circumstances, whilst advising on the operation of inheritance tax.
Holly’s aim is to provide clear and concise advice in a friendly and approachable manner. Holly has been frequently commended for providing advice in a way that is easy to understand.