Charlotte Warren | Private Client Solicitors UK

Charlotte Warren

Charlotte Warren is an experienced Private Client Solicitor and Head of the Trusts team at Grant Saw. With extensive knowledge of private client matters, Charlotte specialises in trust and estate planning, with a particular focus on high-net-worth individuals and families with complex financial circumstances.

Charlotte trained in Sussex and qualified as a solicitor in 2015. She gained valuable experience working at prominent regional firms in London and Surrey before joining Grant Saw in 2020. Charlotte specialises in matters relating to trusts and estate planning, with an in-depth understanding of the unique challenges faced by affluent clients. She offers bespoke solutions for individuals seeking to protect their wealth and ensure long-term financial security for future generations.

Charlotte has considerable experience advising on the creation and management of trusts, both for asset preservation and intergenerational wealth transfer. Charlotte offers advice tailored to her client’s unique needs, ensuring they receive the best possible outcomes for the protection, growth and transfer of their wealth. Her expertise ranges from simple family trusts to more complex multi-generational arrangements, ensuring the specific needs and goals of her clients are met.

Charlotte’s role in trust and estate planning is integral to helping her clients navigate the complexities of UK tax law, inheritance tax and asset distribution. She has a client-focused approach, taking the time to understand their unique personal and financial circumstances, which results in long-lasting relationships with her clients.

Charlotte can also advise on the following areas:

Trust Planning, Drafting, and Administration
High-Net-Worth Estate Planning & Succession Strategies
Comprehensive Tax Planning & Inheritance Tax Advice
Estate Administration & Will Drafting Services
Powers of Attorney – Drafting, Registration, & Administration
Court of Protection & Elderly Client Legal Services

Charlotte is a fully qualified member of the Society of Trusts and Estate Practitioners (STEP) and the Association of Lifetime Lawyers.

Outside of work, Charlotte enjoys travelling and scuba diving.

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What Clients say about Charlotte Warren

“Charlotte helped me put my will together recently. It’s not the easiest thing to think about it, but she was both knowledgeable and empathetic, which lead to the process being much easier than I ever expected. I’d highly recommend her services to others”. Mel

“Grant Saw were recommended to me earlier this year and the person handling my affairs has proved to be professional, courteous and capable from the outset, always answering my queries quickly and satisfactorily”. Gill

“A five star service from Charlotte at Grant Saw Solicitors whom I found to be an excellent solicitor when using her services to write my Will recently. I found her to be knowledgeable, efficient, friendly, very professional and empathetic. Her expertise and input put me at ease. Her sensitivity and support helped in dealing with a very private, difficult and personal matter. I now have peace of mind and I would recommend her highly”. Amy

“Good service. Charlotte listened, commented and advised, and then promptly produced a draft which was exactly as I wanted”. Julia

“For convenience, friendliness and a professional and efficient process, I can’t fault Charlotte and those of her colleagues I met at the Blackheath office”. Clive

“We initially chose Charlotte as according to her profile she has extensive experience dealing with vulnerable and elderly clients and also clients with high net wealth and complex financial positions. Initially we approached her to handle Power of Attorney for my mother in law and after she had died, to handle obtaining Grant of Probate, calculating inheritance tax and other matters related to the Estate”. LN

“Charlotte was very good at sorting out probate she was very efficient in getting back to us as a family whilst going through this experience”. Upkar

“Charlotte and Grant Saw & Sons are a thoroughly professional company. They were able to break down the complications related to my case – and get it resolved in a timely manner. I would whole-heartedly recommend Charlotte and Grant Saw & sons”. Anonymous

“Charlotte Warren was the solicitor for my mother’s estate after death. My mother herself had recommended Charlotte, and she was not wrong. Charlotte was exemplary in dealing with quite a messy estate and lots of information that needed to be tracked down in different places. She was highly professional but also seemed to recognise that the situation was difficult for myself and my sister, and didn’t expect things which weren’t possible. She was clear at each stage regarding what was happening. We felt in safe, expert hands at a hard time, and I am truly grateful for that”. Emily

“Charlotte Warren handled our mother’s estate efficiently and effectively. She had an impressive grasp of the law relating to probate and tax, gave practical advice and we always felt she was handling this case competently. She was available to speak on the phone and replied promptly to queries. She was reassuring and unfazed when it was necessary to resubmit IHT accounts (due to incorrect advice from a financial adviser). Things slowed down when she was on maternity leave, but I believe the delay was due to matters beyond the firm’s control. The property sale was also handled efficiently”. Judith Lynn