Rose specialises in advising private clients, personal representatives, attorneys and UK trustees on probate and succession, inheritance tax, Lasting Powers of Attorney and their application, and trust management issues.
Expertise
Rose is experienced in probate and estate administration work, inheritance tax as it applies to estates and trusts, and in the management of UK trusts. She also frequently acts for clients or legal firms from other jurisdictions, advising on UK aspects of estate administration, inheritance tax, and legal capacity. She has been a member of the Society of Trust and Estate Practitioners since its inception in 1991 and helped run the legal volunteer section of Terrence Higgins Trust for some years.
Experience
Acted, for more than twenty years, as the professional trustee for a number of substantial and active trusts for an extended high net worth family.
Acted as professional executor ( with a lay co-executor) of a very large UK estate left for general charitable purposes, over a long administration period involving many complex issues as regards tax, collection of overseas assets and decisions about estate distribution.
Acted as co-executor of a multi-million pound estate where family relationships were strained, requiring not only technical knowledge and expertise but sensitivity and diplomacy
Acted as solicitor for the executor of two large inter-linked estates chargeable to UK inheritance tax but with complex overseas tax and administration issues.
Rose supports clients in matters of mental capacity, including preparation and implementation of Lasting Powers of Attorney, often for elderly or vulnerable individuals, and advising their families and attorneys in implementing LPAs.
Experience
Advised the adult children of a high profile entrepreneur with diminished capacity in a potential dispute with another family member over his health and care .
Acted as the solicitor and later an attorney for a high net worth individual with severe mental health issues, on a wide variety of private client issues as well as liaising with co-attorney, and her medical advisers and wealth planners on an ongoing basis for over 20 years
Acted for a couple with declining mental capacity and supporting their family attorneys in decision-making and consultation among the wider family.
Please note: The experience list above may include examples of work completed prior to joining Keystone Law.
Rose qualified as a solicitor in 1979. Prior to joining Keystone Law in 2009, she worked at the following firms:
