Jennifer Charlton

Senior Associate

Private Client

Experience advising families, individuals, business owners, trustees and executors on wealth and estate planning and protection.

Currently on maternity leave. For further assistance please contact another member of the PC team.

Jennifer has a decade of experience in 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. Jennifer helps them to structure their wealth against the potential threats from relationship breakdowns or reckless beneficiaries. She also advises on 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 focuses on complex and high value estates, often containing a business or some other contentious element.

Jennifer 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.

Recent articles

Insights

Maximising wealth for future generations – the benefits of a family investment company

A family investment company offers a strategic way to manage wealth, ensure tax efficiency and preserve family assets for future generations.

12/07/2024

Insights

The role of an Executor or Administrator in estate administration

Whether you’ve been appointed by a loved one’s Will or by operation of the Intestacy Rules, your role involves legal obligations, financial tasks and, often overlooked, emotional considerations.

10/07/2024

Podcasts

Protection of assets pre-marriage and considerations on wealth planning

In this episode, we discuss the protection of assets pre-marriage and the key considerations for wealth planning for the future.

05/07/2024

Insights

Digital legacy management the importance of documenting digital assets for executors

It is increasingly important to make sure our executors can access all our assets by keeping a comprehensive record of our digital assets, particularly those associated with financial accounts.

01/07/2024