Charlotte McGregor

Solicitor - Partner, Head of Private Client

SRA ID: 396846

Charlotte is a Partner and head of our Private Client team. Charlotte's specialism is in Estate Administration with a focus on high-value and/or complex Estates. Problematic Wills, business assets and foreign property often feature and she strives to adopt a pragmatic approach to resolving tricky issues. Charlotte has strong links with other professionals such as Accountants, Financial Advisors and Land Agents which (where required) enables us to achieve the desired outcome in a timely and efficient manner. She is not afraid to tackle HMRC on issues of Inheritance Tax and often engages with and challenges the District Valuer to achieve a favourable outcome in terms of the Estate’s exposure to Inheritance Tax. As well as Charlotte's core area of legal practice, she is also passionate about supporting local businesses and the communities in which we live and work. She is a retired volunteer Trustee of Hospiscare and also hold the vice-chair role with Exeter Chamber of Commerce as well as sitting on various committees in the village in which Charlotte lives.