Since qualification in 2013 Bernadette has gained experience in general Private Client work at a large regional firm and an international firm.
Bernadette joined Trethowans in 2021 and continues to specialise in the administration of complex estates and trusts, Will drafting, estate tax planning and powers of attorney.
Notable work highlights
- Progressed the administration of an estate which had been the subject of a 30 year dispute.
- Administration of estates containing business and agricultural assets and claiming the relevant inheritance tax reliefs.
- Administration of intestacies (estates where there is no Will).
- Drafting Wills designed to maximise the availability of inheritance tax reliefs.
Accreditations & Memberships
- Full member of STEP