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Shoosmiths LLP

FIRST FLOOR, WITAN GATE HOUSE, 500-600 WITAN GATE WEST, MILTON KEYNES, MK9 1SH, ENGLAND
Tel:
Work 03700 868300
Fax:
Fax 03700 868301
DX:
729360 MK 15
Email:
Web:
www.shoosmiths.co.uk

Charlotte Dunn

Tel:
Work 03700 868323
Email:
Shoosmiths LLP

Work Department

Wealth Protection

Position

Charlotte is head of department and a private client partner specialising in advising high-net worth-individuals. Typical clients are celebrities, establishment figures, high-value employees, business owners and those who have retired. Provides advice on wills, trusts (both creation and administration), inheritance tax and succession planning, powers of attorney, deputyships and probates. She also advises on heritage assets. She also acts as executor, trustee, attorney or deputy for clients if appropriate. Charlotte is on the official panel of Professional Disputes at the Court of Protection and acts as an expert witness in claims relating to claimed deputyship costs.

Career

Trained Hewitsons; qualified 1998; prior to joining Shoosmiths, principal at eda law – a niche private client practice based in Milton Keynes; partner Shoosmiths 2009.

Member

STEP.

Education

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

Leisure

Golf, ballet, formula 1.


London: Private client

Court of protection

Within: Court of protection

Shoosmiths LLP  provides ‘accurate and helpful advice’. Lucy Taylor ‘explains all the legal terms in a language that clients can understand’. The team acts for a large number of vulnerable clients of all ages including those with acquired brain injuries, mental illnesses, learning disabilities or degenerative diseases such as dementia. Charlotte Dunn is the head of department.

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South East: Private client

Personal tax, trusts and probate: Beds, Bucks, Herts, Middx

Within: Personal tax, trusts and probate: Beds, Bucks, Herts, Middx

Shoosmiths LLP handles the full range of wealth protection matters for its high-net-worth clients, including providing corporate and real estate support where trusts or executors are involved. Charlotte Dunn heads the national practice and is noted for her track record in Court of Protection and lasting powers of attorney issues.

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Personal tax, trusts and probate: Hampshire

Within: Personal tax, trusts and probate: Hampshire

Senior associate Naomi Neville heads Shoosmiths LLP's wealth protection team in the Solent office, which is led nationally by Charlotte Dunn, who is based in the firm's Milton Keynes office. The group advises high-net-worth clients (including lottery winners) and business owners on the full range of private client services, including assisting with disputes over wills, the administration of estates, including those with overseas assets, the creation of trusts and tax efficient structures. It is also able to draw on the firm's wider expertise in corporate and real estate matters.

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