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Based in Shoosmiths’ Milton Keynes offices, 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’.
Charlotte is listed as a notable practitioner in Chambers HNW 2020 following listings in 2017, 2018 and 2019. A HNW specialist, her clients include establishment figures, those with landed estates (often acting for multiple generations), literary estates or high value chattels, directors and business owners. She offers bespoke planning advice working closely with other professional advisors. She acts as executor, trustee or attorney.
Charlotte's main sources of work are existing and returning clients, colleagues, accountants, financial advisors and private banks. Given her reputation, she also receives referrals from solicitors and counsel to act as an independent executor/trustee on contentious/conflicted matters.
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