Charlotte (formerly Charlotte Mandy) trained in Sussex and qualified as a solicitor in 2015. She then practiced at large regional firm in London and Surrey before joining Grant Saw in 2020. Charlotte has extensive experience advising clients with high net wealth and complex financial positions and a particular interest in advising on trusts planning and drafting for succession planning and asset protection.
Charlotte prides herself on establishing lasting relationships with her clients and enjoys getting to know them and their families.
Charlotte specialises in all Private Client matters including:
- Administration of estates
- Will drafting
- Inheritance tax advice
- Cross border estates
- Drafting, registration and administration of Powers of Attorney
- Court of Protection matters
- Trust planning, drafting and administration
- Succession planning
- Elderly client matters
Charlotte is a fully qualified member of the Society of Trusts and Estate Practitioners (STEP) and the Solicitors for the Elderly (SFE). She was also shortlisted for the ‘Young Wills and Probate Professional’ Award at the 2022 Probate Research Awards and ‘Rising Star of the Year’ at the 2022 Modern Law Awards.
Outside of work, Charlotte enjoys travelling and diving in tropical waters having recently obtained the PADI Open Water SCUBA diving qualification.