Johanna is a key member of our Private Client team with many years’ experience as a qualified Solicitor specialising exclusively in wills, probate, estate planning and power of attorney work.
She qualified as a Solicitor in 2001 and is a Full Accredited Member of the Society of Trusts and Estate Practitioners (STEP), which is the worldwide body of specialists in estate administration and trusts. She is also a Full Accredited Member of The Association of Lifetime Lawyers and the Law Society’s Private Client Section.
When providing legal advice, Jo combines professionalism with a warm, compassionate approach.
Key experience
- Wills and estate planning – Johanna advises on all types of wills, from straightforward mirror wills to more complex trust arrangements for the protection of assets and estate planning. She advises on the use of trusts and will recommend to clients the best structure for their financial position and personal wishes
- Probate and estate administration – as an experienced probate solicitor with expert knowledge on all aspects of the estate administration process, Johanna can advise on taxable and non-taxable estates, completing and submitting inheritance tax accounts, obtaining the Grant of Representation, administering estates and compiling estate accounts. She also has experience in dealing with business assets, foreign assets and trust administration and the respective inheritance tax aspects of these areas. Johanna also advises on deeds of variation
- Power of attorney – she offers comprehensive advice on the preparation and registration of lasting powers of attorney (LPAs) (Property & Financial Affairs and Health & Welfare)
