Claire is a Wills, Trusts and Estates specialist, recognised as a leading figure in the Welsh market with over 25 years’ post qualification experience.
Claire is a trusted advisor to her many long-standing private clients and those referred to her by other professionals. She is very focused on building lasting relationships and is particularly proud that she acts for different generations of the same families.
Claire supports individuals, families and business owners with effective strategies to address their succession and wealth preservation worries and goals, making the most of opportunities to save inheritance tax and provide real peace of mind.
Claire regularly acts as a trustee of several family trusts and supervises the administration of a sizeable charitable trust managed by her team. She regularly provides strategic input in relation to the administration of complex and high value trusts and estates, including those with cross border issues, those where there is a dispute, and those where beneficiaries include charitable entities with all the related considerations.