Wells Burcombe is delighted to announce the launch of its private client service following the appointment of Natalie Smith as Tax, Trusts and Estate Planning Consultant.
Natalie’s 15 years’ experience in tax, trusts and succession planning include; heading the Private Client Estate Planning team at PwC Legal; advising on, and assisting with, the implementation of trust law and precedents in the Czech Republic; and presenting to the Police Service of Northern Ireland (Fraud Investigation Team) on the legitimacy of trusts and sham trusts.
Natalie now advises both UK domiciled and non-domiciled individuals and families in relation to all aspects of wills, tax and estate planning. She prides herself on providing high-net-worth clients with comprehensive and coordinated advice on asset protection and succession planning.
Commenting on the appointment, David Wells, Partner at Wells Burcombe, said: “I am thrilled that Natalie has joined the firm. Not only will she be able to provide business owners and individuals with specialist tax, trust and estate planning advice, but she can also work closely with our immigration team to provide non-domiciled individuals with expert cross-border tax advice.”
Through Natalie, Wells Burcombe offers a wide range of private client services, including:
- Preparation of complex Wills, including international elements
- Inheritance and Capital Gains Tax planning
- Trusts and asset protection
- Succession planning for owner-managed businesses and entrepreneurs
- Personal and business Lasting Powers of Attorney
