Amy Nelson

Head of Private Client

Amy Nelson

Head of Private Client

I am Head of the Private Client Department and have over 16 years legal experience.

Areas of Work

My areas of expertise are:

  • Wills
  • Administration of estates (probate)
  • Tax planning
  • Lifetime trusts and settlements
  • Trusts – creation and administration
  • Disabled/vulnerable person’s trusts
  • Powers of Attorney
  • Asset preservation
  • Court of Protection

Qualifications and Accreditations 

I qualified as a Chartered Legal Executive in 2008 and have worked in the field of private client exclusively since 2006.

I am a Trust and Estate Practitioner and a full member of STEP, the leading worldwide professional body for the most experienced and senior practitioners in the fields of trusts, estates and related issues.

I am a full accredited member of Solicitors for the Elderly (SFE). SFE is an independent, national organisation of lawyers who provide specialist legal advice for older and vulnerable people, their families and carers.

I am a Dementia friend that assists in my understanding of vulnerable and older clients.

My Specialism

I specialise in ensuring my client’s personal and business affairs have been reviewed and organised in a way to maximise legal and tax efficiency taking into account variants of complex and sensitive issues.

I am passionate about assisting my clients to consider and explore situations that are not obvious but, having explored them and advised on appropriate action, avoids what could be disastrous and stressful consequences.

I support clients in planning for their future, both during their lifetime and after, advising on succession planning and asset protection for both business owners and individuals using a variety of means including Lasting Powers of Attorney, Wills and Trusts.

Many of my clients have complex issues relating to both business and personal situations and I always take the time to talk to my clients to give an honest assessment and overview of their situation.

My Experience

I started my legal career in the legal department of local government in 2002 moving into private practice in 2005. Since 2006 I have worked exclusively in the field of private client for law firms in both London and Surrey.

What Clients Say About Me 

"Can't see any improvement to the excellent service already given." Mr K