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Hewitsons

SHAKESPEARE HOUSE, 42 NEWMARKET ROAD, CAMBRIDGE, CB5 8EP, ENGLAND
Tel:
Work 01223 461155
Fax:
Fax 01223 316511
DX:
133155 CAMBRIDGE 8
Email:
Web:
www.hewitsons.com

Kelly Wardell

Tel:
Work 01223 461155
Email:
Hewitsons

Work Department

Private Wealth

Position

Associate

Career

Kelly deals with private tax and estate planning, will drafting, estate administration and applications to the Office of the Public Guardian. Kelly's recent work includes advising on tax efficient wills, Lasting Powers of Attorney and complex estates.

Member

Kelly is a member of the Society of Trust and Estate Practitioners, having passed the STEP Diploma for England and Wales (Trusts & Estates) in 2008 with distinction. Kelly is a full professional member of Solicitors for the Elderly (SFE).

Education

Kelly read Law at the University of Bristol before completing her Legal Practice Course at Anglia Ruskin University. She trained with Hewitsons and joined the private client team upon qualification as a solicitor in September 2005.


East Anglia: Private client

Personal tax, trusts and probate: Cambridge

Within: Next generation lawyers

Kelly Wardell - Hewitsons

Within: Personal tax, trusts and probate: Cambridge

Hewitsons¬†provides¬†‚Äėexcellent prompt, reliable and trustworthy service‚Äė. 'Its expertise in this area is excellent and it provides very practical advice', remarks one client. The practice administers a large number of trusts and has recognised expertise in tax planning and probate matters. Head of department Daniel Curtis¬†is ‚Äėextremely experienced and knowledgeable and is adept at asking pertinent questions, anticipating issues and suggesting solutions'.¬†He regularly advises family trusts on issues including succession planning, the establishment of limited liability partnerships, inheritance tax and property relief.¬†Elizabeth Davies¬†handles¬†estates with complex agricultural and business tax relief issues and is¬†‚Äėfirst class ‚Äď friendly, patient, good at explaining issues in an unhurried manner‚Äė.¬†Bernadette O‚ÄôReilly, who advises on trusts, tax, charities, probate and succession planning issues for UK and international clients, and associates¬†Emma Satterly¬†and Kelly Wardell¬†'provide an outstanding service with a huge amount of common sense and practical advice'. Clients also describe solicitor Elizabeth Herbert¬†as ‚Äėextremely pleasant, friendly, and up-to-date in her knowledge of international law; she gives¬†welcome and sound advice‚Äô.

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