Lee Bolton Monier-Williams

Private Client

Beatrice is a Solicitor in Private Client.

Beatrice worked as a Paralegal in the Real Estate team at a Legal 500 firm before joining LBMW as a Trainee Solicitor in September 2020. After completing seats in the Ecclesiastical, Education and Charity, Real Estate, Litigation and Private Client departments, Beatrice qualified as a Solicitor in 2022. She advises UK and international high net worth clients in relation to their wills, powers of attorney, trusts, estate planning and estate administration.

Beatrice deals with a variety of private client work including:

advising on UK and cross-border estate planning, including advising on UK tax consequences of relocating to the UK, advising on inheritance tax and capital gains tax consequences of current estate planning and advising on lifetime gifting, lifetime transfers, transfers on death, reliefs and exemptions; preparing UK and cross-border Wills; preparing, registering and ending powers of attorney; creating, managing and winding up trusts; and assisting with estate administration on UK and cross-border estates, including preparing the inheritance tax account, applying for probate or letters of administration, collecting in assets, dealing with liabilities, reporting to HMRC on income tax and capital gains tax, preparing estate accounts and distributing the estate.

Beatrice studied History, Sociology and Spanish at the University of Exeter and graduated in 2016. She then completed the GDL and LPC at BPP University in London