About Charlotte

• Wills, tax and trusts

I work within the private wealth and tax department.

My role includes assisting with Trust administration which involves preparing Trust and IHT Tax returns. The nature of my work means I work with wealthy and also vulnerable clients. Accordingly I liaise with the Trustee’ or the client directly, to provide them with the support and assistance they require.

I have worked in a law firm since I was 18 and have achieved my Cilex level 3 Diploma in Law and Practice. I am now studying towards my level 6 exams.

Outside of work I enjoy keeping active by going to bootcamp classes and sporting events. I like to keep myself busy and spend the majority of my spare time with my friends and family in Bath, which is where I grew up.

Accreditations & Memberships

• Chartered Institute of Legal Executives