Charlotte Cooper

Summary

Charlotte heads up the probate team within our wills and estate planning department. She advises her clients on the administration of estates, trusts and wills and the use of these tools for tax planning, predominantly inheritance tax and capital gains tax.

Specialisms

Charlotte has particular expertise in advising on taxable, complex estates normally consisting of trust assets, overseas properties and the claiming of multiple tax reliefs. She also specialises in handling arrangements when trustees or family members have lost mental capacity.

Charlotte’s background was in specialist tax planning, normally through wills and trusts arrangements for high net worth clients before she changed the focus of her role to the administration of tax planning arrangements after death. Charlotte is also experienced in powers of attorney and court of protection proceedings.

Background

Charlotte delayed entering the world of work to spend time travelling around Europe and has lived in Vienna and New Zealand. Upon her return she attended the University of Central Lancashire to gain her Legal Practice Certificate. Charlotte joined Napthens as a trainee in 2005 and upon qualification in 2007 became part of the wills and estate planning department where she now heads the probate section of the team.

Memberships and Awards

Charlotte is a member of Solicitors for the Elderly and the Society of Trust and Estate Practitioners (STEP).