Sally Ashford > Charles Russell Speechlys LLP > Guildford, England > Lawyer Profile

Charles Russell Speechlys LLP
ONE LONDON SQUARE, CROSS LANES
GUILDFORD
SURREY
GU1 1UN
England

Work Department

Private wealth; private client. sfsd

Position

About

Sally leads the non-contentious Private Client team in Guildford and has particular expertise in advising high net worth individuals and family business owners in relation to their estates and family succession planning, including inheritance tax mitigation and trusts. She has considerable experience in Court of Protection matters including deputyship and statutory will applications, and deals with complex capacity issues in addition to acting as a professional deputy. Sally also advises charities and not for profit organisations on legacy administration and legacy campaign literature. Sally is recommended in the legal directories Legal 500 and Chambers and is ranked in the Citiwealth Leaders List. She is on the reserve panel of the Court of Protection and a member of the Society of Trust and Estate Practitioners.

Sally is admitted to practise in England and Wales.

Experience

  • Acting as Financial and Health & Welfare deputy for a client with complex capacity and welfare needs
  • Advising multiple generations of a family in relation to their successful, national family business and personal assets
  • Advising on inheritance tax planning, trusts and succession planning for a client with international dimensions and complicated family arrangements

Memberships

Society of Trust and Estate Practitioners.

Lawyer Rankings

South East > Private client > Personal tax, trusts and probate: Kent, Surrey, Sussex

(Hall of Fame)

Sally AshfordCharles Russell Speechlys LLP

The ‘unerringly professional’ tax, trusts and probate team is at the core of Charles Russell Speechlys LLP’ offering in Guildford with recent work involving family business clients and cross-border estates. Practice head Sally Ashford has been described as ‘highly intuitive, generous, friendly and incredibly dynamic’ and specialises in estates and family succession planning including inheritance tax mitigation and trusts and Court of Protection matters. Richard Honey ‘provides responsive and practical support’ and goes ‘above and beyond’ to assist high-net-worth individuals with succession planning and trust structuring work and, more recently, issues involving cryptocurrencies and digitally held assets. New arrival Harriet Betteridge offers substantial experience across a range of matters including estate administration and specialist tax advisory work covering IHT areas and CGT matters. Kathryn Robinson works with large national charity clients and private clients on wills, lasting powers of attorney and lifetime inheritance tax planning. Natalie Butler is also noted by clients.

London > Private client > Court of protection

Suzanne Marriott and Sally Ashford co-head the department at Charles Russell Speechlys LLP, which is an integral part of the wider private wealth practice. As a result, it regularly handles major multi-jurisdictional disputes, as well as cases with fraud and other issues relating to the management of large estates and global asset portfolios. Marriott is a member of the Solicitors for the Elderly and the STEP special interest group on mental capacity. Ashford is also a member of the STEP special interest group on mental capacity. Marriott often acts as a trustee, executor, deputy, attorney and charitable trustee for many well-known clients. Ashford concentrates on deputyship matters, and other issues such as statutory will applications. Ashford deals with complex capacity issues, in addition to acting as a professional deputy on welfare, property and financial affairs.