Family Wealth Practice Expands

Freeths solicitors expands its highly regarded family wealth practice with new senior hires

Written by: Sian Hewitt, Freeths Solicitors

Daniel Boyle: Family Wealth Director - Trusts, Estates and Tax Team

Freeths is delighted to announce the recruitment of two senior private client specialists into its Oxfordshire family wealth practice.

The family wealth practice at Freeths is ranked in the Top Tier of private client teams in the UK for its expertise by the UK leading legal directories; Chambers & Partners and The Legal 500. The practice provides expert guidance and support to individuals on matters relating to Wills, Trusts, Tax, Probate, Court of Protection, and Family Law.

Daniel Boyle joins the firm’s highly regarded family wealth practice as a Director in their trusts, estates and tax team having previously worked at The Burnside Partnership. He has a wealth of experience in advising people in relation to their estate and trust planning, including drafting Wills and assisting

“Our family wealth practice is ranked as a top-tier practice in the UK for providing specialist legal advice to private individuals. Which is why it is important that we have the skill-set and resource to continue to support our clients even on the most complex of legal issues. ” Nigel Roots, joint national head of Freeths’ family wealth practice

with the creation of trusts. Daniel is also able to advise on lasting powers of attorney for individuals and business owners, and the administration of complex, high net worth estates. He has considerable experience of dealing with intestate estates and estates with missing or vulnerable beneficiaries, and is able act as a Deputy for vulnerable clients and frequently acts as a trustee and executor for clients.

Daniel qualified as a solicitor in 2007 and is a fully qualified member of STEP, the world’s leading organisation for private wealth professionals. He is also a member of Solicitors for the Elderly and is a Dementia Friend.

Amy Chater: Family Wealth Managing Associate - Specialist Court of Protection team

Amy Chater joins the family wealth practice as a Managing Associate in their specialist Court of Protection team. Amy joins the firm from Coffin Mew and specialises in drafting court applications such as statutory wills, gift approvals or orders for sale. She will support the team’s professional Deputies by managing their complex and high value Property and Finance Deputyships. As well as overseeing every day financial decisions for clients.

Amy will also assist clients who would like to apply to be a lay Deputy for a family member or close friend. She also offers advice and assistance to lay Deputies and Attorneys acting under Enduring or Lasting Powers of Attorney on their roles or responsibilities or on mental capacity law.

Amy qualified as a solicitor in September 2010 and is a Dementia Friend (an initiative of Alzheimer’s Society) and provides internal and external training to those interested in learning more about living with dementia. Prior to specialising in Court of Protection law, Amy started her working life as a Registered Nurse before moving into the legal profession.

Nigel Roots, joint national head of Freeths’ family wealth practice, said: “I’m delighted to welcome Amy and Daniel to the firm. Our family wealth practice is ranked as a top-tier practice in the UK for providing specialist legal advice to private individuals. Which is why it is important that we have the skill-set and resource to continue to support our clients even on the most complex of legal issues. Recruiting Amy and Daniel will complement our practice’s ability to advise clients on preserving their family wealth for generations to come.”

daniel.boyle@freeths.co.uk 01865 781 224 amy.chater@freeths.co.uk 01865 781 139 www.freeths.co.uk