Kelly Smith 

Qualifications and professional memberships

• Admitted as a Fellow of The Chartered Institute of Legal Executives in 2024.
• Obtained Probate Practice Rights with CILEX in 2024.

Experience and Expertise

• Legal experience from 1999, with a particular specialism in Private Client work from 2012.
• Drafting both simple and complex Wills, including the provision of tax advice in relation to trusts, including for both high value and low value estates
• Advising as to the severance of Joint Tenancies as between co-owners, and as to the preparation of Declarations of Trust
• Advising on the rules in relation to lifetime gifts for the purposes of inheritance tax planning
• Preparing and advising on all aspects of making and operating both types of Lasting Power of Attorney
• Preparation of General Powers of Attorney
• Advising and assisting with regard to the administration of estates (with or without a Will), from the registration of the death, to obtaining the Grant of Representation, realising the assets and distribution of the estate to beneficiaries
• Advising on the taxation aspects of estate administration (Capital Gains Tax, Inheritance Tax and Income Tax), including the preparation of Deeds of Variation.