03333 231 580
Contact us
Charlotte Thomas
Senior Associate
Private Client
Charlotte is an experienced private client lawyer advising high-net-worth individuals, families, trustees, and business owners on estate and succession planning, trust and tax structuring, and asset protection.
She has extensive experience in drafting bespoke wills tailored to clients’ personal, family, and financial circumstances, ensuring clarity, tax efficiency, and alignment with their wider estate planning goals. She also advises on lasting powers of attorney, helping clients to manage their affairs in the event of incapacity.
She has a particular interest in digital assets and advises clients on the legal and practical implications of owning, managing, and passing on digital assets. Her expertise includes incorporating digital assets into estate and succession planning, ensuring they are effectively safeguarded and transferred in accordance with clients’ wishes, thereby helping clients to navigate this rapidly changing area of law.
Her approach balances technical precision with a sensitive understanding of her clients’ personal priorities, providing reassurance and long-term peace of mind.
Charlotte qualified as a solicitor in 2010.
Work highlights
FAMILY BUSINESS PLANNING
Advising siblings who were co-owners of a family business, providing tailored estate planning for them and their families. This included liaising with colleagues in the Corporate team to ensure the provision made in their wills for their business interests reflected the terms of their shareholders’ agreement. It also involved the preparation of bespoke lasting powers of attorney to enable their siblings to make decisions affecting the business and their spouses to manage their personal finances.
HIGH NET WORTH ESTATE
Working in collaboration with the clients’ investment managers to ensure their multi-million-pound estate is preserved, grown, and aligned with their long-term objectives. This collaboration ensures that legal structures—such as trusts, wills, and powers of attorney—are coordinated with investment strategies, taking into account tax efficiency, risk appetite, and generational planning.
Recent articles
Insights
A regular review of your Will and wider estate planning doesn't have to be complicated. With the right professional advice, you can be confident your plans still provide peace of mind for the future.
30/07/2026
Announcements
DMH Stallard has been recognised as a Leading Firm in the Chambers High Net Worth Guide 2026, reinforcing its position as one of the UK's leading advisers to high-net-worth individuals, families and charities.
29/07/2026
Announcements
Joanna Watson-James joins the firm in Guildford, helping clients with their succession and inheritance tax planning for future generations.
10/07/2026
Videos
If you are part of a blended family consideration must be given to your estate and what happens to it after you pass away.
08/07/2026