‘Tax Day’ inheritance tax changes
Charmain specialises in all aspects of estate planning, probate, inheritance tax and trusts. She enjoys getting to know her clients and what is important to them to provide them with a truly bespoke service when planning for the future.
Charmain has 20 years of experience in practice and qualified as a Chartered Tax Adviser in 2004, joining Mercer & Hole in 2008. She became a Private Client Director at Mercer & Hole in January 2021.
After a landmark change to the Legal Services Act, the firm became accredited to provide probate services which gave Charmain the opportunity to work closely with clients following the death of a close relative. When considering an individual’s tax affairs, likewise when administering an estate, a complete snapshot of income, expenditure, and assets is required. Charmain enjoys bringing the details together and explaining the next steps and decisions to be made in a clear, practical, and sensitive way. The probate work also means she has a greater understanding of post death tax reporting and practicalities which she can draw on when advising on lifetime inheritance tax planning.
Outside of work, Charmain is married with two children and enjoys running, swimming, and spending time outdoors.