Wendy is a Senior Associate in our Private Client team. Combining technical expertise with an approachable manner, Wendy is dedicated to providing exceptional client service.

She ensures that every client feels heard and supported, whilst guiding them through complex legal matters with clarity and care.

 

Wendy has a passion for training and mentoring junior colleagues and creating resources to nurture growth and understanding. With a collaborative, client-focused approach and a commitment to excellence, Wendy strives to foster an environment where clients and team members can thrive.

 

She qualified as a solicitor in 2014 and joined Edwin Coe in 2017.

 

Wendy advises both UK and international individuals (typically high-net-worth professionals, business owners, entrepreneurs, and UK property owners), their families, and trustees on a range of matters, such as Wills (and letters of wishes), estate planning, inheritance tax, lifetime gifting, trust structures, post-death succession planning, and Lasting Powers of Attorney.

 

Wendy has experience in:

 

  • Wills: Creating bespoke, flexible Wills and letters of wishes for families with assets in the UK designed to maximise the tax saving opportunities that may be available and protect against non-tax threats such as divorce, bankruptcy, or financial vulnerability or immaturity of their heirs.
  • Lifetime Gifts and Estate Planning: Advising on a variety of lifetime planning opportunities for high-net-worth individuals, such as making inheritance tax-free gifts out of income, creating nil rate band trusts, using trusts for business assets, or helping children onto the property ladder.
  • Trust Planning: Advising on the practical, legal and taxation implications of creating, maintaining and/or winding up trusts.
  • Trust Management: Assisting trustees with the on-going management of trusts, such as making distributions to beneficiaries or appointing additional or replacement trustees.
  • Post-death Variations: Advising on and implementing post-death variations of an estate to mitigate potential inheritance tax liabilities for the original heir.
  • Lasting Powers of Attorney: Preparing and registering Lasting Powers of Attorney; and registering Enduring Powers of Attorney.
Expertise
Private Client Wills Estate Planning Inheritance Tax Planning Lasting Powers of Attorney Succession Planning
Credentials
Named as a Recommended Lawyer in the Legal 500 2025 and 2021
Named in eprivateclient NextGen Leaders List 2025
Ranked as a Top 35 Under 35 (eprivateclient 2018)
EXPERIENCE
Wendy’s experience includes:
Supporting clients with young adult children in deciding how best to assist those children with property purchases, for example, via loans, trusts, outright gifts, or a combination.
Advising a high-earner expecting shortly to retire on setting up trusts to take advantage of the “surplus income” exemption from inheritance tax.
Putting in place flexible Wills for a married couple with a blended family, accompanied by highly bespoke, personal letters of wishes tailored to the clients’ objectives, taking into account their unique asset base and tax implications, whilst balancing their wishes for the surviving spouse and both sets of children.
Advising on and implementing a discretionary trust to hold shares in a family business prior to a possible future sale, thereby capturing business relief from inheritance tax while still available, without putting funds directly into the hands of the founder’s children.
Advising trustees on the current and possible historic tax implications of maintaining (or terminating) old trusts created several years ago and “inherited” by the next generation.
Putting in place flexible, discretionary Wills for single or divorced clients with young children, designed to protect their inheritance for many generations to come, with trusted friends or advisers appointed as trustees to manage the finances and make decisions on their behalf.
Advising bereaved family members on the possible trust structuring and planning opportunities arising from the Will of a loved one.