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Debenhams Ottaway

IVY HOUSE, 107 ST PETERS STREET, ST ALBANS, AL1 3EW, ENGLAND
Tel:
Work 01727 837161
Fax:
Fax 01727 830506
DX:
6105 ST ALBANS
Email:
Web:
www.debenhamsottaway.co.uk
Radlett, St Albans

Susan Glenholme

Tel:
Work 01727 735636
Email:
Debenhams Ottaway

Work Department

Private client.

Position

Managing Partner of the firm and also manages a growing team in the private client team.  Offers specialist advice in Wills, probate, trusts, tax planning and estate administration. Also advises elderly clients in relation to their general affairs, in particular, the preparation of lasting powers of attorney and their registration. Regularly appointed by clients to act as executor, trustee and attorney. Client base includes a variety of private clients and a number of high-net-worth clients based both locally in Hertfordshire and in London.

Career

Trained Turner & Debenhams (now Debenhams Ottaway); qualified 2000; partner 2005.

Member

Society of Trust and Estate Practitioners; Private Client Section of the Law Society.

Education

Attended school in Kenya; University of Hertfordshire (LLB (Hons)), Legal Practice Course, College of Law, Chester

Leisure

Playing the piano and spending time with family.


South East: Private client

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

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

Debenhams Ottaway attracts praise for its 'outstanding service - the team is swift, effective and extremely knowledgeable'. The practice advises on a wide range of personal tax matters, from inheritance tax and estate planning, setting up and administering trusts, and probate and estate administration, to lifetime planning matters including assisting with lasting powers of attorney, Court of Protection and professional deputyship work, and elderly care work. Practice head Susan Glenholme handles all aspects of private wealth management including wills, tax planning, probate and estate administration. Also recommended are Claire Sharp, who manages a number of trusts ranging from life interest trusts to large discretionary trusts; and Nicholas Turner, who is praised for his 'real commitment to and understanding of client needs'.

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