Position

Partner

Index

Lawyers Beyond London

Legal

Tax & Trust Advisers

Tax Lawyers

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 the current world situation – the pandemic, but also Brexit and possible changes to tax legislation – has focused clients on getting their personal legal affairs in order and thinking about wealth structuring and planning.

‘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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