Lesley Sullivan wins WIBA Outstanding Legal Services Personality of the Year Award 2020
March 16, 2020
Specialist in Private Client
Lesley has worked in private client practice for over 12 years and is a registered Trust and Estate Practitioner. Her specialisms include advising on wills, trusts, administering estates, Inheritance Tax (IHT) planning and Lasting Powers of Attorney.
Lesley advises business owners and high net worth individuals, ensuring their personal affairs are in order. This can include IHT planning through lifetime trusts and also incorporating trusts within wills. Lesley works closely with any other professional advisors who are connected to her clients and is happy to meet clients at their home or at their offices.
Advising on trusts, including trust set up, trust administration and acting as a professional trustee are areas which Lesley also covers, both during lifetime and after someone has died.
In addition to lifetime planning, Lesley administers estates when someone has died which includes advising executors or, taking on the role of a professional executor. A full review is also made to see if IHT can be avoided, or reduced, through the use of deeds of variation.
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