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Sally Johnson

Liverpool, United Kingdom

2 Testimonials
0 Case studies
0 Articles

Summary

Practice Areas:

  • Wills
  • Administration of Trusts
  • Inheritance and Tax Planning
  • Power of Attorney
  • Probate
  • Tax
Jackson Lees
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I currently head the Wills Trusts & Estates team at our Heswall office where I have been based since 2012.

Since qualifying as a solicitor in 2003 I have undertaken all aspects of private client work including, but not limited to drafting both standard and bespoke Wills and Lasting Powers of Attorney; administering both taxable and non-taxable estates; providing clients with bespoke Inheritance Tax Advice; and acting on behalf of professional Trustees in the administration of Trusts.  I am currently head of the Wills

When I first started practising people seemed mainly to be concerned with mitigating their potential Inheritance Tax (IHT) liability.  Following changes in legislation, such as the introduction of the transferable individual IHT allowance in 2007, people now seem less anxious about IHT however the demand for a solicitor who can offer expert advice has increased.  Due to changes in family dynamics or concerns about future care fees, I have found there is now an even greater demand for bespoke Wills and for a solicitor who can 'think outside the box' to ensure the client's needs are met.

I have also gained a lot of experience in administering complex estates.  I have acted on behalf of executors who have been in dispute with HM Revenue & Customs regarding the potential IHT liability of an estate.  After a lot of technical arguing I have assisted the executors in reaching an agreement with HM Revenue & Customs which were beneficial to the estate.   

I am  a member of Solicitors for the Elderly which shows that I have the relevant expertise to be recognised in this area of law.

I speak both English and Welsh

 

 

Previous Employment

QualitySolicitors Oliver & Co2008 - 2012

Since qualifying as a solicitor in 2003 I have undertaken all aspects of private work including but not limited to the drafting of wills; the preparation of Lasting Powers of Attorney; the administration of estate; providing Tax advice; the preservation o

George Wallace Solicitors2001 - 2007

Private Client Solicitor and office manager

Education

University of Wales, Bangor

University

1996 - 2000

Bachelor's degree, Criminology & Sociology

College of Law, Chester (Now the University of Law)

University

2000 - 2003

LPC ( Postgraduate Diploma in Legal Practice) , Law

Testimonials

The best private client lawyer I know

"Simply, the best private client lawyer I know"

 

Nick Brown - a client

First Class

Sally is a first class Solicitor and I have no hesitation in recommending her to my clients and friends who require Private Client work.

Keith Jones  Director, The Keith Jones Partnership

Case Studies

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Achievements

Awards

Solicitors for the Elderly Accreditation

2010

Associations & Memberships

Law Society Private Client Section Member - since 2010

The Law Society community for practitioners in wills, probate, financial and tax planning, trusts, mental capacity and estate administration

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