Elizabeth is an experienced Partner in the Private Client Team. Elizabeth has been qualified for longer than she cares to admit and has been with Trethowans since arriving from London in 2001 from a national firm to join Trethowans' Private Client Team.
Elizabeth's particular expertise is in the area of tax mitigation (saving) and her aim is to deprive the Chancellor of the Exchequer of as much of her clients money as is legal.
Elizabeth is a member of The Society of Trust and Estates Practitioners which is the "gold standard" for lawyers in this field.
In pursuit of her aim Elizabeth prepares Wills, Trusts, Letters of tax advice, and tax calculations. Elizabeth also has many years of experience of dealing with the particular taxation issues for those with assets overseas, both for UK citizens and those of other nationalities.
Elizabeth has developed an additional area of expertise concerning Care Home funding and advises on the various types of funding available with a view to saving the family inheritance from being swallowed up in Home Care fees. In tandem with this Elizabeth is very experienced in helping to arrange the affairs of those who lack mental capacity and she understands all the tensions that having a family member without capacity can cause.
Elizabeth has been ranked in Band 1 of Chambers (2017), where she is described as an expert in tax planning for wealthy individuals and business owners - with one of her peers saying that she is "... very good and she really knows her stuff," and "... a very reliable pair of hands.".
Elizabeth has been recognised by Legal 500 (2017) as having experience in advising on tax issues for clients with overseas assets, and also a key name to note for preparing and administering wills and trusts.
Examples of how Elizabeth has helped clients include:
- Elizabeth in one case assisted a client on the sale of his business for several million pounds with the setting up of a number of trusts and other tax efficient financial arrangements to preserve enough of the sale proceeds for himself while passing on as much as he could to the family without immediate tax liability.
- In another case Elizabeth assisted a client to be reimbursed 6 years worth of Nursing Home fees from the local Primary Care Trust by proving that the person in the Home qualified for funding from the NHS, which prior to Elizabeth's involvement the PCT had successfully resisted.
- Elizabeth has been described by her clients as "pro-active and creative" and as having a "can-do attitude".
Away from the office ...
Elizabeth is involved in a number of charities as an Ambassador or Trustee and is a school Governor and a panel member of various organisations which she finds personally very rewarding. Elizabeth bought a house with a pretty grapevine, which has unpleasant pippy grapes which she finds less rewarding. Dogs like them.
- Tax Planning
- Court of Protection work
- Care Funding