I am a managing associate in the private wealth and charities team.

I have a busy dual practice advising high-net-worth individuals, landed estates and charities, with particular strength in succession planning, trusts, Court of Protection (gifting applications), philanthropy, and charity governance. My work is defined by technical precision, empathy, and cross-sector insight.

I lead the firm’s new charity sector which was re-established in April 2025. The sector reflects the significant and complex work the firm deals acts on in the charity space and for high net worth individuals who are progressing their philanthropic efforts. I am also a member of our ESG team, leading on ESG matters for the private client group.

I won gold in the category of “Inspirational Individual of the Year” at the CityWealth Future Leaders Awards 2025 and was also named as a 2025 NextGen leader by ePrivateClient. In my personal time, I am chair of a board of trustees for a charity that I founded in 2019.

Areas of expertise – Private wealth:

  • Preparation of Wills and Lasting Powers of Attorney
  • Estate (succession) planning advice
  • Inheritance tax planning
  • Administration of estates (probate)
  • Trust creation and ongoing trust administration
  • Court of Protection work relating to gifting applications

Areas of expertise – Charity law:

  • Creation of charitable entities
  • Conversion from charitable unincorporated entities to incorporated entities (i.e. charitable trust to CIO)
  • Charity governance
  • Trustee duties
  • Charity mergers
  • Charity Commission enquiries

Qualifications and memberships

  • Admitted as a solicitor in October 2019
  • STEP Diploma in Trusts and Estates (England and Wales)
  • Full member (TEP) Society of Trust and Estate Practitioners (STEP)
If I'm unavailable, please contact:

Jemma Baldwin

Legal Secretary
+44 (0)20 7591 3366
[email protected]

Stephanie Palmer

Legal Secretary
+44 (0)20 7591 3326
[email protected]

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