Areas of Practice
Track Record
Administration of an estate containing valuable heritage property and involving a significant claim for conditional exemption from inheritance tax. Negotiations with HM Revenue & Customs
The administration of estates involving assets attracting both agricultural property relief and business property relief and strategic advice on the application of those reliefs together with subsequent negotiations with HM Revenue & Customs
Administration of estates where the deceased was non-UK domiciled and, in particular, where the deceased was domiciled in one of the Gulf States. Advising on: the assets within the UK IHT calculation, potential application of the succession law of the country of domicile to the UK assets, eligibility of family members to apply for a UK Grant
Administration of estates containing assets in Europe, the Far East, United States of America and Australia and obtaining the documentation required in each country to enable liquidation and/or transfer of those assets
Negotiations with HM Revenue & Customs in an estate with considerable overseas assets but no access to funds to pay the initial inheritance tax liability. Obtaining a “Grant on credit”
Memberships
Society of Trust and Estate Practitioners (STEP)
Education & Qualification
University of Manchester
Qualified as a solicitor in 1998
STEP Advanced Certificate in International Succession and Probate
Recommended by Sally
Remember A Charity has announced it has set up a committee of wealth advisers to build expertise within the advisory profession and to champion and promote legacy giving amongst high-net-worth clients, where Clare Stirzaker assumes the role of Committee Chair.
Read more 5 min read 25 Nov 2024 The role of family businessesToday marks the start of ‘Family Business Week’ – a week-long celebration highlighting the vital role family-owned businesses play in shaping and supporting their local communities, economy, and natural environment. Led by Family Business UK, the 4th annual celebration runs from 25 – 29 November and shines a light on the amazing work of family businesses and their leaders across the country, ensuring the contribution they make to our economy and communities is recognised and celebrated.
Read more 3 min read 21 Nov 2024 In Conversation With Clare Stirzaker, Neil Davy and Karen GreenshieldsIn this episode, Partner, Clare Stirzaker is joined by Karen Greenshields, Managing Director of Technical and Environmental Services at GAP Group and Neil Davy, CEO of Family Business UK to discuss the flexibility that being a family business provides in comparison to their public company counterparts and the importance of having ‘the right people on the bus and in right seats’.
Read more 6 min read 18 Nov 2024 Bridging the wealth gap in giving – encouraging HNWIs to increase charitable contributions
The need for philanthropy in the UK has never been greater, Partner, Eleanor Sepanski and Associate, Sophie Harcourt discuss the need to unlock greater giving amongst HNWI in Philanthropy Impact magazine.
Read more