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Legal
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Guildford
Advice type
Estate planning
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Legal Advisory Services
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Lawyer
Sally Ashford
Spear’s Review
Sally Ashford of Charles Russell Speechlys advises HNWs and family business owners on tax, estate and family succession planning, including inheritance tax mitigation and trusts. She notes that recent world events – including changes to tax legislation – have focused clients on getting their personal legal affairs in order and thinking about wealth structuring and planning.
‘It is essential to take the time to understand your client, their family situations, their business interests and what worries them. Becoming a trusted adviser is not something that you can force,’ says Ashford, who leads the firm’s non-contentious private client arm.
Ashford says she realised she’d become a trusted adviser ‘when a client asked whether he should marry his long-term girlfriend’.
Rank: Top Recommended
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