Company

Rothley Law

Position

Legal Director

Index

Tax Lawyers

Legal

Location

Milton Keynes

Advice type

Big-money cases

Cross-border

Financial matters

Non-contentious

Asset Class

Landed estates

Trusts

Client Types

Business owners

Entrepreneurs

HNW

Private clients

Private equity

Sector Focus

Accounting

Business and Consumer Services

Wealth Management & Private Banking

Geographical Focus

United Kingdom

Customer Type

Solicitor

Charlotte Dunn

Spear’s Review

Based in Rothley Law's offices in Milton Keynes (Shoosmiths' private wealth arm moved to the firm in June 2023), Charlotte Dunn is a legal director within the firm’s multi-faceted private wealth team, which focuses on protecting HNW assets.

Dunn has an enviable A-list clientele, which includes publishing moguls, top entertainers and landed gentry. She advises them on all aspects of tax, from wills to powers of attorney, probate and trust creation and administration. She has a particular focus on heritage assets and acts as a trustee, executor and attorney where necessary.

Examples of the successes Dunn has achieved in recent years includes preparing a charitable trust ‘to hold a work of national importance’, advising on a multi-million pound asset in lieu claim for IHT under heritage asset legislation and acting collaboratively with a client’s accountant on the sale of a family business ‘to ensure that some of the value in the business passed to their children in the most inheritance-tax-efficient way, whilst offering asset protection measures’.

Rank: Recommended

Recommended 2023, Tax Lawyers

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