Louise is a highly regarded private client lawyer who advises on a variety of private wealth matters. She is recognised in particular for her expertise in digital assets and trust and estate planning as well as her work with vulnerable clients and with charities. Louise qualified in 2005 and joined our family wealth department from Penningtons Manches in June 2019.
In addition to drafting Wills, setting up trusts and drafting and registering powers of attorney, Louise has a detailed knowledge of complex estate and trust administration and advises on the availability of business property relief, agricultural property relief and other forms of tax planning for individuals, estates and trusts. She also works with vulnerable clients to advise on estate planning, including the preparation of lasting powers of attorney and Wills for vulnerable clients, statutory Wills for approval by the Court of Protection and trusts for disabled beneficiaries. Louise is a Dementia Friend.
Louise is a fully qualified member of STEP, the world’s leading organisation for private wealth professionals, and belongs to its special interest groups for digital estate planning and for mental capacity. She has been quoted in The Times in an article which highlighted her knowledge of digital estate planning and has spoken at STEP conferences in London and Hong Kong on this topic.
Probate, Trusts & Administration of Estates
- Setting up lifetime and complementary trusts in a Will for a client to make provision for a second spouse and children from his first marriage. The inheritance tax saving as a result of this planning was approximately £70,000.
- Advising on a lifetime trust for parents with a mentally disabled child and assisting with financial planning. This included liaising with mental health professionals and financial advisers in order to ensure that the child’s ongoing financial and practical needs were catered for.
- Advising a family on discussions with charities over the provisions of a deceased relative’s Will and negotiating with the charities and the Attorney General to save a potentially failed charitable legacy.
- Writing a toolkit for lawyers covering all aspects of the law on digital estate planning, including privacy, intellectual property, data protection, contract law (ISPs terms of business) and licensing, as well as providing guidance on this field through the STEP digital assets special interest group.
- Working with a family whose disabled child had died young, securing a retrospective gratuitous care claim for the family in the order of £700,000 thereby saving the estate approximately £280,000 in inheritance tax.
- Raising funds for two Oxfordshire-based charities through legacy donations and preparing documents for those charities to facilitate donations. Other charitable work has included speaking at an event hosted by the Alzheimer’s Society on the tax benefits of donating to charity and hosting a Wills clinic at an Oxfordshire based charity so that charity donors could receive advice on estate and tax planning
To contact Louise or for more information…
Louise is a highly professional, approachable and empathetic legal practitioner. She has helped me and my elderly mother, firstly with financial affairs following the death of my father and then again with setting up lasting powers of attorney. Louise helped my Mum to feel less anxious and empowered her to make her own well-informed decisions. She was very patient and explained things very clearly. I would recommend Louise to anyone who needs help with wills, probate or any other aspect of managing their estate. She is particularly skilled at working with vulnerable and/or elderly clients.(Louise Wheeler )
‘Doing the right thing’ is at the heart of Freeths. Find out more about our excellent client service and the strong set of values that guide the way we work.
Talk to us
Freeths are a leading national law firm with 13 offices across the UK. If you have a query about our services or just want to find out more, why not give us a call?
Contact: 03301 001 014