Charlotte Dunn > Shoosmiths LLP > Milton Keynes, England > Lawyer Profile

Shoosmiths LLP
100 AVEBURY BOULEVARD
MILTON KEYNES
MK9 1FH
England

Work Department

Wealth Protection

Position

Charlotte is a partner and head of our Wealth Protection team, based in our Milton Keynes office. Her typical clients are high net worth individuals. She has been included on the prestigious Lawyer Hot 100 list for 2010, is ranked as a notable practitioner in Chambers and features in their High Net Worth Guide. She is the current Under Sheriff of Buckinghamshire.

Whether they are in the entertainment or publishing industry, on the Who’s Who list, high value employees, business owners or those who have “sold up” and retired, Charlotte works to ensure her clients have tax efficient succession planning in place. Used to taking a multi-disciplinary approach, she deals either directly with her clients, or with the client’s accountant and / or financial advisor. She advises on and drafts wills, powers of attorney and trusts, as well as advising on and dealing with probates and trust administration. She has a particular expertise in dealing with landed estates and heritage assets. Charlotte also acts as a trustee, executor and attorney where appropriate.

Charlotte is a panel deputy for Court of Protection matters and has experience in managing the affairs of clients as diverse as children with birth injuries, acquired head injury and elderly clients with dementia.

Recent work highlights are:

– Advising on and preparing a charitable trust to hold a work of national importance.
– Advising on and preparing loan agreements for parts of a client’s art collection to be held by national bodies for the nation to view.
– Advising on a multi million pound asset in lieu claim for inheritance tax purposes under the heritage asset legislation.
– Acting jointly with the clients’ accountant on the sale of their family business to ensure that some of the value in the business passed to their children in the most inheritance tax efficient way whilst offering asset protection measures.
– Acting for clients in part of a multi-disciplinary team to help reduce the value of their estate for inheritance tax purposes whilst providing for the payment of grandchildren’s school fees in an income tax efficient manner via share restructures of the family businesses.
Testimonials

‘Charlotte did an excellent job, was very professional and knowledgeable and I feel in a very safe pair of hands. She made a lot of complex law seem very understandable and was a pleasure to work with. I’d highly recommend her to any of my friends.’

‘We had to revise our Wills and the revisions were dealt with courteously and quickly. I appreciated the polite professionalism of Charlotte Dunn. Well done!’

‘I needed a Will. My wishes were/are varied and not easy to give a simple description of my circumstances. I now have a Will which provides me with a good outcome when the inevitable happens. My family and Executors will have good guidance when dealing with my estate. It took me a long time to find Shoosmiths and Charlotte Dunn and I am very satisfied with the outcome.’

Having completed a law degree at DeMontfort University of Leicester, Charlotte completed her LPC at Nottingham Law School in 1995, her training contract at Hewitsons and qualified as a solicitor in September 1998. She joined Fennemores in 2000 to head up their private client department, subsequently working at Taylor Walton (2003-05) and Gorvins (2005-2006) before establishing eda law in Milton Keynes, to service the private client needs of emw laws commercial client base.

Career

Having completed a law degree at DeMontfort University of Leicester, Charlotte completed her LPC at Nottingham Law School in 1995, her training contract at Hewitsons and qualified as a solicitor in September 1998. She joined Fennemores in 2000 to head up their private client department, subsequently working at Taylor Walton (2003-05) and Gorvins (2005-2006) before establishing eda law in Milton Keynes, to service the private client needs of emw laws commercial client base.

Memberships

Society of Trust and Estate Practitioners

Education

De Montfort University (Law); Nottingham Law School (LPC).

Leisure

Golf, ballet, formula 1.

Lawyer Rankings

South East > Private client > Personal tax, trusts and probate: Beds, Bucks, Herts, Middx

Following the incorporation of the firm’s disputed wills and trust department into the remit of the wealth protection team, Shoosmiths LLP advises high-net-worth clients on a range of matters including international estate administrations, complex wills, trusts and inheritance tax issues. National head of wealth protection Charlotte Dunn provides planning advice to clients including establishment figures with landed estates and high-value chattels, directors and business owners; while Stephen Patch advises high-profile sports players, clubs and associations on private wealth matters. Sue Bowler joined from Coffin Mew LLP in August 2020.

South East > Private client > Personal tax, trusts and probate: Thames Valley, Berks, Oxon, M4/M40

Shoosmiths LLP has a strong national presence with numerous offices across the UK working collaboratively. In the Thames Valley, Melissa Maple and Angela Bowman are the main practitioners. Maple is supported by associate Alex Deller-Rust in advising UK and international clients on the long-term protection and devolution of their assets through estate, succession and tax planning. The team continues to grow, hiring private client partners Stephen Patch and Rachael Brook from Woodfines LLP and Ramsdens Solicitors LLP, respectively and new Court of Protection head Sue Bowler, who joined from Coffin Mew LLPCharlotte Dunn heads the practice from Milton Keynes.

London > Private client > Court of protection

Shoosmiths LLP has a broad practice with particular expertise in high-value property adaptation projects to move clients into bespoke homes. The team manages the finances of clients who have made a power of attorney, drafts personal injury trusts and acts as a professional trustee. Clients include those who have multi-million pound personal injury and clinical negligence settlements. Sue Bowler acts as a professional deputy for property and affairs and is a panel deputy. Charlotte Dunn is also a panel deputy and has a depth of experience in lasting powers of attorney and court of protection matters. The agile group also advises on gifting applications.