Chloe is a Private Client Associate in our Cardiff office.
Chloe advises clients on many aspects of Private Client law, including Wills, Lasting Powers of Attorney, Probate, and Estate Administration. She tailors her advice to the client’s individual needs, while taking into account asset preservation and inheritance tax mitigation.
As a trainee solicitor, Chloe also worked in our Dispute Resolution team, where she assisted in the resolution of contentious probate disputes, including Inheritance Act claims and claims challenging the validity of Wills.
“My goal is to assist clients in effectively organising their financial and personal affairs in order to protect themselves and their families from future costly and time-consuming issues.”
My recent publications
News / Is a gift of property by an LPA attorney void or voidable?
Many of us give gifts to others throughout our lives to express our love, communicate our appreciation and show that we care. However, the provisions of the Mental Capacity Act 2005 (MCA 2005) limit an attorney’s ability to make gifts, on behalf of a Donor, under a Lasting Power of Attorney (LPA). This article discusses the different types of gifts that attorneys can make, and the consequences of making gifts that go beyond the scope of their powers.
News / Changes to probate application process and submission of inheritance tax accounts for deaths on or after 1 January 2022
On 1 January 2022, The Inheritance Tax (Delivery of Accounts) (Excepted Estates) (Amendment) Regulations 2021 came into effect. They extended the 2004 Regulations so that the majority of non-taxpaying estates are no longer required to complete IHT forms in cases where a grant is required. The new Regulations serve to minimise the administrative burdens imposed on those dealing with IHT by reducing the reporting requirements for excepted estates and limiting the circumstances in which full inheritance tax accounts must be delivered to HMRC. The new Regulations, however, will only apply to estates or deaths that occur on or after 1 January 2022.
News / ‘Death in Paradise’: debunking adoption and inheritance rights myths in Christmas special
Many viewers will have tuned in to watch the BBC’s Death in Paradise Christmas special. During the episode, a wealthy shipping magnate was found dead at a Christmas party, and as the story progressed, the culprit was confronted and the mystery behind the victim’s death was revealed.