Expertise

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.

Experience

Examples of Charlotte's work include:

  • advising the trustees of seven family trusts on the restructuring of their shareholdings in the family companies and the subsequent and partial sale of their interest in an offshore asset worth approximately £600m;
  • advising the trustees of a series of family trusts worth in excess of £370m on a proposed extension of the trusts' perpetuity periods;
  • advising the trustees of two substantial trusts in connection with the receipt of an overage payment following the sale of land for development;
  • advising the trustees of two family trusts worth in the region of £50m on their French tax and reporting obligations, and the impact of the death of a French resident beneficiary in both the UK and France.
  • providing on-going planning advice to an individual worth in excess of £500 million;
  • advising the trustees of a £150 million charity on the sale of their trading subsidiary to a private equity house;
  • assisting an independent school (originally established as an unincorporated charity) to incorporate as a charitable company limited by guarantee;
  • advising the trustees of a charity in serious financial and regulatory difficulty on their duties in the event of an insolvency, and assisting with correspondence with the Charity Commission to mitigate the risk of an inquiry;
  • advising a UK resident, non domiciled couple on their position under UK law; and
  • presenting to, and advising a national bank on their exposure to risk when dealing with deceased individuals' estates.
Education
  • University of Newcastle upon Tyne: Geography, BA Hons (2:1), 2002
  • College of Law, York, Graduate Diploma in Law (Commendation), 2004
  • College of Law, York, Legal Practice Course (Commendation), 2004
  • Year qualified, 2008
Testimonial

Named in the "Top 35 under 35" 2012 and 2013 editions by Private Client Practitioner Magazine, a journal for leading private client professionals which highlights emerging professional talent in the private client arena, and aims to identify the leading individuals of the future.