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About Amy

Amy is a partner and joint Head of our Private Client team and has specialised in private client work throughout her legal career since she qualified in 2002.

She joined the Lincoln Private Client team at Langleys in 2014 and advises on all aspects of private client work with particular emphasis on the following areas:

  • complex will drafting,
  • high value estates including Inheritance Tax returns and probate applications,
  • Inheritance and Capital Gains Tax planning,
  • the creation, administration and termination of on-shore Trusts
  • the creation of new family partnerships and the preparation of partnership agreements; and
  • the preparation of Lasting Powers of Attorney for both financial affairs and health and welfare decisions.

She has a strong private client practice with clients nationwide including landed estates, farming families, business owners and high net worth individuals. She regularly deals with Inheritance Tax reviews and succession planning to ensure clients protect their wealth and businesses for future generations while making use of valuable tax reliefs and exemptions.

Amy also acts as a professional Trustee on a number of family trusts and deals with other professional and non-professional Trustees to ensure the wishes of the person who created the trust are adhered to and the needs of the beneficiaries are met.

Amy notes her key strengths as being approachable, thorough and having the ability to communicate complex, technical matters in a clear and concise way.

Groups and bodies Amy is a member of

  • Amy is a trustee on a number of private trusts and is the Clerk to the Trustees of a high-profile and long running charitable Foundation.
  • Amy is a member of the Private Client Section of the Law Society.

Recent examples of Amy's experience

Recent examples of Amy's experience include:

  •  Advising high net worth clients on the preparation of their Wills with consideration of assets abroad and other cross border and multi-jurisdictional issues
     
  •  Advising entrepreneurs, business owners and family businesses on succession planning with particular expertise in work that combines private and commercial assets
     
  •  Advice provided to landed estate clients around inheritance tax and succession planning along primogeniture lines.
     
  •  Advising the trustees and executors in relation to an estate including a large interest in a farming partnership. As a result of the advice and careful planning, utilising the recycling of Business Relief between spouses, there was no Inheritance Tax to pay.
     
  • Advising clients on the creation of lifetime settlements to provide security for future generations and tax planning resulting in the mitigation of Inheritance Tax and the hold over of Capital Gains Tax. 

Personal interests

Amy is keen on anything outdoors involving walking/hiking (usually with her husband, two dogs and occasionally accompanied by two teenagers), mountain biking or horse riding. She also enjoys a good DIY project either indoors or out and can often be found pulling down walls, building decking or upcycling furniture.

Service expertise

Court Of Protection

When it comes to the care of our loved ones, ensuring that decisions are made in their best interests is always a priority. If a family member can no longer make their own decisions regarding their finances and other affairs, our Court of Protection solicitors can help.

Farmers and Landowners

Whether you are a farmer, a landowner, a tenant or an investor, the law can have a bearing on many aspects of your personal and professional life, including property, land, assets, employment, taxes, contracts and even family issues. Based in Lincoln and York, our services originate in the country’s agricultural heartland, giving us a strong understanding of many of the challenges faced by the industry. 

Inheritance Tax & Succession Planning

Inheritance Tax, a duty paid on your property and belongings after death, can take a sizable portion out of the gift you wish to pass on. With expert planning, you can significantly reduce this impact. Based in York and Lincoln and helping clients across the UK, our friendly team of solicitors offer expert inheritance tax planning advice, helping you plan your estate, making it as tax efficient as possible to maximise the benefit of your financial legacy.

Lasting Powers of Attorney

A Lasting Power of Attorney is an extremely important document. It allows you to choose someone you trust to make decisions on your behalf, should you lack mental capacity in the future to make those decisions yourself.  They are vitally important documents that will give you and your family confidence at what will often be a very difficult time.

Private Clients

Trusts

Setting up a trust can be a flexible and tax effective way to provide for your loved ones. If you want to set up a trust or want more information on trust law, our solicitors are here to assist you with your questions.

Wills & Probate

Perhaps, because it involves a subject, we least like to think about, many of us never get around to making a Will, despite it being one of the most important documents you could ever need.

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