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Claire Woolliscroft TEP
Claire is a fully qualified member of the Society of Trust and Estate Practitioners and is a Partner and Head of our Wills Trusts and Probate Team. With over a decade of experience Claire advises on a full range of private client matters but with a particular focus on Trust work, the administration of high value Estates and Estate planning for business owners and high net worth individuals.
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Claire has a high level of technical knowledge, having achieved a Worldwide Excellence Award form the Society of Trust and Estate Practitioners for being the highest achieving diploma graduate in her cohort.
Her aim is to always ensure she translates this technical knowledge into advice that clients can understand and digest. Claire understands the importance of a holistic approach to advice and therefore works closely with clients’ accountants, financial advisors and where appropriate company Financial Directors and CEOs to ensure any legal solutions also meet a client’s tax planning and other long-terms goals.
Claire's particular expertise and interests are in the following areas:
- Trust advice for individuals including setting up Discretionary Trusts, Disabled Persons Trusts and Personal Injury Trusts;
- Advising Trusts in respect of existing Trusts including their Trustee duties, the interpretation of Trust Deeds, giving legal effect to the exercise of Trustee decisions including the appointment of assets out of Trusts;.
- Estate planning for High-Net-Worth individuals including complex Will drafting, consideration for Trusts, general Inheritance Tax planning and Lasting Powers of Attorney;
- The administration of Estates but in particular complex and high value Estates, Estate's with complex Inheritance Tax positions and those with Agricultural and Business Property Relief claims; and
- Business Lasting Powers of Attorney.
- Preparation of a Lifetime Disabled Persons Trust to ensure the primary beneficiary of the Trust received both lifetime gifts and a potential inheritance in such a way that was appropriate for her and did not interrupt her receipt of benefits.
- Represented the Executors of an Estate in which there was complex issues including Life Interest Trusts, Discretionary Trusts and Business & Agricultural Property Relief claims of a combined £9 million.
- Worked alongside several different accountants and financial advisors to put in place Discretionary Trusts for clients with the purposes of Inheritance Tax planning and business succession planning.
- Achieved a Distinction in the STEP Diploma in Trusts and Estates – England and Wales
- Awarded the highest scoring Diploma graduate in England and Wales
- Joined the firm in 2013
- Qualified into Wills, Trusts and Probate Team in September 2015
- Promoted to Associate in 2019
- Joined the partnership in 2022
