Private Wealth Law
Birmingham and surrounds
2 years ranked
Provided by Rothley Law Ltd
Charlotte is a friendly, approachable and empathetic solicitor who strives to deliver complex legal advice in an understandable way for all of her clients.
She is a Principal Associate with experience in the administration of complex high value estates, including intestate and cross-jurisdiction estates. Charlotte advises both lay and professional Executors on their roles and responsibilities, and on the possibilities of Deeds of Variation and appropriating assets for tax efficiency. She works closely with our Disputed Wills and Trusts team to administer estates that are subject to contested proceedings or negotiation, representing and advising Executors throughout this process.
Charlotte advises on the creation and administration of Trusts and acts for both lay and professional Trustees to assist them in meeting their legal obligations.
Charlotte advises on and prepares simple and complex Wills for clients to achieve tax efficiency, and often acts for those with more intricate and sensitive family arrangements to best achieve their wishes. Her work also includes advising on capacity issues and preparing both general purpose and Lasting Powers of Attorney.
Provided by Chambers
Charlotte Woodward is a principal associate in the firm. She supports high net worth clients on trusts and estate matters, wills and questions of capacity.
Provided by Chambers
Charlotte is excellent with people and clients speak very highly of her. I know that if I refer a client to Charlotte, they will be looked after.
Charlotte is consistently professional, knowledgeable and pragmatic in her approach. She handles complex estate administration matters with clarity and works collaboratively with external professionals to ensure matters progress efficiently and in the best interests of the estate and beneficiaries.
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