Charlotte Thomas-Collins is a Senior Associate and Head of the Private Client department based at Exmouth.
With over 12 years’ experience in private client matters, Charlotte’s expertise lies in elderly and vulnerable care; tax; trusts and succession; and trust creation and administration. Described as “charming in manner”, “courteous” and “warm” by the Legal 500, Charlotte’s approach to her work particularly suits her elderly and vulnerable clients whom she often visits at their home or our other offices. Charlotte also acts for clients in relation to their wills, probate, lasting powers of attorney, and estate planning.
Charlotte graduated in law from Brasenose College, Oxford and qualified as a solicitor in 2006. She is a member of the Society of Trust and Estate Practitioners (STEP).
Joan Pullin is an Associate who specialises in a variety of private client work including advising on and drafting wills, Lasting Powers of Attorney and Enduring Powers of Attorney. She also acts for executors in relation to estate administration and can assist with applications for BPR and APR as well as advise in relation to deeds of variation.
Although based at Honiton, Joan is happy to travel to see clients at any of Everys’ offices or their homes, if this is preferred.
Joan studied at the University of Southampton and at the College of Law in Guildford. She was admitted as a solicitor in 2013 and is an associate member of the Society of Trust and Estate Practitioners.
Naomi Woods qualified as a solicitor in 2010 and joined the Private Client department of Everys in 2016. Her expertise lies in tax planning, wills, estate administration, lasting powers of attorney, elderly client matters and advising businesses and farm owners on property relief and inheritance tax planning.
Naomi’s experience includes:
- Advising a client who has a share of a business about his will. This included drawing up a discretionary trust will with a detailed letter of wishes to ensure that the maximum amount of inheritance tax relief would be obtained upon the client’s death;
- Preparing a deed of variation for clients to ensure that an amount due to them passed directly to their children, thereby mitigating the amount of inheritance tax on their deaths. The deed also made sure that no capital gains tax was liable as a result of the transfer of assets; and
- Negotiation with HMRC over claims for agricultural property relief in farming estates.
Naomi is a Trusts and Estates Practioner (TEP) and is a full member of the Society for Trusts and Estate Practitioners (STEP), and Solicitors for the Elderly. She is also on the Education and Training Sub-committee for the Devon and Somerset Law Society.