Private Client Executive
01722 428837

01722 428837

Sharon Hawkes

Professional Qualifications and Background

With 24 years spent working within Private Client law, 15 years as a fee earner and Associate of CILEx, Sharon is very experienced at dealing with Wills, Lasting Power of Attorneys and Probate/Estate administration. With the majority of that time spent in and around the Salisbury area Sharon has developed good relationships with other local professional bodies helping to ensure she is able to offer accurate and clear advice in aspects of tax and inheritance planning whilst helping her clients through what can often be a distressing time.  Sharon treats every client on an individual basis and is keen to ensure that all advice given is friendly, compassionate and understandable, including home and hospital visits if needed. 

Experience

Sharon specialises in:

  • Estate Administration – Taxable and Non-Taxable and dealing with all aspects of administering an estate after death
  • Inheritance Tax Planning – considering a client’s likely Inheritance Tax (and other taxes) position and advising to reduce any potential tax liability
  • Deeds of Variation
  • Wills – advice as to the best structure to suit a client’s particular circumstances
  • Powers of Attorney – advising in relation to the preparation, registration, and operation of Lasting, Enduring and General Powers of Attorney
  • Deputyship Applications – preparation and issuing at Court
  • Trusts – setting up or winding up of Trusts
  • General affairs – dealing with day-to-day affairs of elderly clients

Some recent examples of her work include:

  • Complex Estate with assets situated outside of the UK
  • Large agricultural estate dealing with Business Property Relief and Agricultural Property Relief and preparation of Deed of Variation to utilise the transferable Nil Rate Band and Residence Nil Rate bands
  • Wills – reviewing client’s Wills which include Nil Rate Band Discretionary Trusts and replacing with Life Interest Trusts. The Life Interest Trusts have less administration involved and benefit from the new Residence Allowance (unlike the Nil Rate Band Discretionary Trust), whilst still protecting assets from care home fees.
  • Lasting Powers of Attorney – revoking Enduring Power of Attorney for Property & Financial Affairs and preparing Lasting Powers of Attorney for Property & Financial Affairs and Health & Welfare. The Lasting Powers of Attorney can be registered whilst the client has capacity so there is no delay in their use and also deal with health and welfare (whereas the Enduring Power of Attorney does not).