Sue Adams

Our clients recommend Sue...

Private client, Bournemouth.

"Thank you so much for the help and advice about the content. It is a relief to have our wishes in a legal document at last. And thank you for your kind patience on the day."

An introduction to Sue

Sue is the private client team leader and dual qualified as a chartered tax adviser as well as a solicitor.

Sue is also a member of the Society of Trust and Estate Practitioners (STEP) and Solicitors for the Elderly.

She holds a distinction in the STEP Advanced Diploma in UK Tax for International clients.

We will only use this information to handle your enquiry and will not share it with anyone else.


  • inheritance & capital gains tax
    inheritance tax and capital gains tax advice and planning (in particular for farming and business clients)
  • tax & succession planning
     advising small business owners in relation to tax and succession planning
  • taxation of trusts
    the creation and taxation of trusts
  • offshore issues
    offshore issues, including offshore trusts and tax planning for non UK domiciled individuals
  • estates
    estate planning and estate administration
  • wills
     advising on and drafting wills
  • charities
     advising on charitable trusts and setting up charities
  • Powers of Attorney
     advising on and creating lasting Powers of Attorney
  •  acting as deputy and attorney
  •  making applications in the Court of Protection

In Practice

  • distribution of assets
    the winding up and distribution of assets from a life interest trust relating to a farm worth £4m
  • offshore trustees
    advising offshore trustees on the rebasing of trust assets for CGT in relation to distributions to UK beneficiaries
  • tax planning
    advising non UK domiciled individual in setting up excluded property settlement and relating tax planning
  • offshore trusts
    advising beneficiary and trustees of offshore trust on restructuring of trust
  • advising trustees of UK trust holding shares in offshore company with UK property in relation to proposed demerger and agreement between life tenants of trust
  • personal inheritance
    advising high net worth individuals regarding personal inheritance tax planning including setting up discretionary trusts for significant art works
  • deeds of variation
    advising on deeds of variation to reduce impact of inheritance tax on deceased’s estate


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