About Cheryl
Cheryl’s role as a Private Client Lawyer is a second career following her time at HMRC Inheritance Tax as a Technical Caseworker.
Cheryl has over twenty years’ experience, advising and acting for clients in the Private Client arena. Her experiences at HMRC have provided her with an in depth understanding of the nuances of IHT and a robust and thorough, approach in her communications and representations with and to HMRC.
Cheryl acts for a diverse range of clients including those with modest assets through to those with complex affairs and high net worth.
Cheryl is acutely conscious that many of her clients contact her when they are at their most vulnerable and she recognises the importance of a clear, concise and empathetic approach in her dealings with her clients coupled with an organised, pragmatic and robust approach to their legal issues.
Education & Qualification
Key Expertise / Practice Areas
- Estate Administration including High Net Worth estates and complex intestacies
- Resealing of Foreign Grants and obtaining Grants for Non Domiciles, and Non Long Terms Residents
- Deeds of Variation and Inheritance Tax Advice
- Wills and Estate Planning
- Court of Protection Deputyship Applications
- Lasting Powers of Attorney
- Trusts
Additional Expertise
Cheryl also has significant experience of negotiating with the District Valuation Office in relation to estate properties and with HMRC IHT in relation to Business Property Relief claims achieving favourable outcomes for executors and estates.
Notable cases
- Achieving successful claims for 100% Business Property Relief in relation to lifetime gifts and assets passing on death where entitlement to full BPR was not clear cut ( unquoted shares with a value exceeding £6 million)
- Resolving complex intestacies requiring the use of heir hunters and DNA testing
Education & Qualification
- LLB University of London
- LPC University of Westminster
Professional Memberships / Panels / Associations / Accreditations
- Member of Law Society of England and Wales
- Associate Member of Society of Trusts and Estates Practitioners
- Member of Lifetime Lawyers
Interests
- Cheryl is a diehard Arsenal fan and Iyenga Yoga enthusiast.
- Health and well being are high on Cheryl’s personal priority list.
- She enjoys all sport, most particularly watching and playing tennis.
