Contact Details
Location Canford Cliffs
Phone 01202 057860

Louise Sutton

Chartered Legal Executive

Wills, Trusts & Probate

My Approach

I always aim to understand clients’ needs in order to provide clear
and practical advice.

Areas of Expertise

  • Trust administration, to include their creation and winding up
  • Advice regarding asset protection and inheritance tax planning
  • Wills
  • Lasting Powers of Attorney
  • Declarations of Trust
  • Loan Agreements
  • Estate Administration

Recent Work

  • Administering complex trusts.
  • Winding up trusts and dealing with the associated tax reporting requirements.
  • Taking over a number of historic trust files and bringing matters up to date for the trustees.
  • Providing asset protection advice to private clients by assessing and understanding their requirements and drafting associated legal documentation.
  • Drafting bespoke loan agreements and dealing with associated Land Registry requirements, where appropriate.
  • Advising regarding variations to deceased’s estates and considering the wider picture and how this may impact the family as a whole.

Experience, Professional Associations and Qualifications

  • Qualified as a Chartered Legal Executive on 21 April 2016
  • Fellow of the Chartered Institute of Legal Executives
  • LLB (Hons) Law Degree from Bournemouth University
  • Affiliate member of STEP (The Society for Trust and Estate Practitioners)