Company
Position
Partner
Index
Tax Lawyers
Lawyers Beyond London
Legal
Location
Guildford
Advice type
Estate planning
Succession planning
Tax, wills & trusts
Client Types
Business owners
Families
HNW
Sector Focus
Legal Advisory Services
Customer Type
Lawyer
Sally Ashford
Spear’s Review
Sally Ashford of Charles Russell Speechlys advises HNWs and family business owners on estate and family succession planning, including inheritance tax mitigation and trusts. She notes that recent world events – including changes to tax legislation – have focused clients on getting their personal legal affairs in order and thinking about wealth structuring and planning. She leads the firm's non-contentious private client arm.
‘It is essential to take the time to understand your client, their family situations, their business interests and what worries them. Becoming a trusted adviser is not something that you can force,’ adds Ashford.
Ashford says she realised she’d become a trusted adviser ‘when a client asked whether he should marry his long-term girlfriend’.
Rank: Top Recommended
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