Louise Somerset

Areas of expertise

Inheritance and capital taxes; wealth protection and estate planning; landed estates and non-domiciles; offshore trusts.

Experience

Louise has looked after the affairs of private clients, their families, trusts and businesses for over 30 years. She has advised families with inherited wealth, landed estates, offshore trusts, and the proceeds of successful business ventures.
She has extensive experience of succession planning within families, managing family disputes and advising on the tax management of business structures, family companies and philanthropic issues.

Notable achievements

  • Advising on the tax implications on a family business sale, and tax management of the net sale proceeds to be held for the longer term needs of the family members.
  • Advising on the creation of a family investment company to cascade the benefit, but not control, of wealth to the younger generation.
  • Restructuring UK and offshore trusts and assets to help a family meet its medium to long-term financial needs.

Professional qualifications/memberships

Solicitor of the Senior Courts of England and Wales, founding member of the Society of Trust and Estate Practitioners, and holder of a law degree from Girton College, Cambridge.

 

You can find Louise at:

  • Cheltenham
  • Bristol

 

Departments:

  • Private client tax services

Contact us

Louise Somerset profile image
Louise Somerset

Partner & Head Cheltenham +44 (0)1242 506030, +44 (0)117 376 2207

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