Jennifer has a decade of experience advising families, individuals, business owners, trustees and executors on wealth and estate planning and protection, including tax planning, succession planning, wills, trusts and mental capacity issues.
She acts for a wide range of family businesses, entrepreneurs and owner managers, wealthy families and individuals, helping them to structure their wealth against the potential threats from relationship breakdowns or reckless beneficiaries, to tax and succession planning. Jennifer supports her clients to implement tailored, practical succession plans that reduce the risk of family quarrels, balancing the desire to protect wealth for the long term whilst supporting younger generations to succeed on their own terms.
As part of wealth and estate planning for clients, Jennifer spends her time preparing wills that incorporate protective trusts and tax mitigation proposals; she also advises on lifetime gifting to support the next generation, both directly and through the use of trusts.
Jennifer has a particular interest and experience in the creation and administration of trusts to protect assets and to provide long term financial benefit to beneficiaries who might otherwise be wasteful; trusts can also be used to facilitate the speedy administration of estates. Her experience in administering estates has focused on complex and high value estates, often containing a business or some other contentious element.
Jennifer also advises on mental capacity issues, from preparing Lasting Powers of Attorney (LPAs) to making applications to the Court of Protection.
She also assists business owners and those with decision making responsibilities in business to put in place Powers of Attorney relating specifically to their business.
Having qualified in 2009 Jennifer joined DMH Stallard at the beginning of 2019. With 10 years' experience, her broad client base ranges from vulnerable elderly individuals to the directors of multinational businesses.