Charlotte joined Addleshaw Goddard in July 2005 and has trained and qualified with the firm.
Charlotte acts as a trusted advisor to the trustees of a number of substantial family trusts and provides succession planning advice to high net worth individuals and families. She regularly advises upon succession planning issues, trustee duties, trust restructuring, risk and liability issues and potential disputes with beneficiaries; and she has been involved in Variation of Trust applications. She also provides advice to new and existing charities on all aspects of charity law and regularly assists the firm's banking and institutional clients with transactions involving charitable entities.
Charlotte's role includes assisting the partners in the management of the Leeds and Manchester Private Capital teams on a day to day basis taking responsibility for coaching, delegating and supervising junior fee earners.
Her role also includes developing strong relationships in both the internal and external markets, and preparing and delivering training sessions to key departments within the firm on charity law issues that may arise during the course of their work. She has strong relationships with the key regional intermediaries.