Georgina Smith
Senior Associate SolicitorGeorgina Smith is a senior associate solicitor in the wills and estate planning team, based in the Kendal office.
Georgina offers advice on all aspects of estate planning including the preparation of wills, related inheritance tax issues, lasting and enduring powers of attorney, matters involving trusts, and issues surrounding the Court of Protection and the administration of estates.
Experience
Georgina has specialised in estate planning for a number of years including dealing with the administration of estates, guiding people through the process and offering support at a difficult time.
She has particular expertise in advising farmers on succession planning matters as part of Napthens’ fixed cost Farm Future service.
In 2016, Georgina became a dementia champion, encouraging others to make a positive difference to those living with dementia in the community.
Recent cases include:
- Claiming business property relief for a farming family which was disputed by HMRC at first worth £700k which, if refused, would have been subject to 40% Inheritance Tax charge
- Working with the rural team to address protection of the farming business
Affiliations
- Dementia champion
- Full member of STEP (Society of Trusts and Estate Practitioners)
- Full member of the Association of Lifetime Lawyers
Related insights
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