Claire Woolliscroft TEP
Claire has nearly a decade’s experience assisting client with private client matters, with specialist expertise in the Administration of Estates, Deputyship and Court of Protection applications and Lasting Powers of Attorney.
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Claire is known for her clear, calm and concise approach. With over nine years of experience, Claire advises clients on a variety of matters including:
- The preparation of Wills and associated inheritance tax planning;
- Life interest Trust Wills & Discretionary Trust Wills;
- The preparation of Trust documents including setting up family Trusts, arranging the distribution of assets out of Trusts, bringing Trusts to an end and advising Trustees on their duties;
- Estate administration, representing the Executors/ Administrators of a variety of Estates including particularly valuable Estates, insolvent Estates, Estates with assets held abroad and estates where there is no Will;
- The Preparation of Lasting Powers of Attorney for Property & Finance and Health and Welfare
- Court of Protection work including Property and Finance Deputyship applications, Health and Welfare Deputyship applications and any other applications to the Court surrounding these roles.
Experience in acting in respect of Estate Administrations involving farming families with significant and complex APR and BPR claims, including working closely with the spectrum of advisors such as accountants, Land Agents and financial advisors.
- 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
