Charlotte Dunn

Partner

Wealth Protection


Charlotte is a partner and head of our Wealth Protection team, based in our Milton Keynes office.
Charlotte Dunn solicitor wealth protection

Her typical clients are high net worth individuals. She was included on the prestigious Lawyer Hot 100 list for 2010.

Charlotte joined Shoosmiths in February 2009 as a partner in the Wealth Protection team.

Whether they are in the entertainment or publishing industry, on the Who's Who list, high value employees, business owners or those who have "sold up" and retired, Charlotte works to ensure her clients have tax efficient succession planning in place. Used to taking a multi-disciplinary approach, she deals either directly with her clients, or with the client's accountant and / or financial advisor. She advises on and drafts wills, powers of attorney and trusts, as well as advising on and dealing with probates and trust administration. Charlotte also acts as a trustee, executor and attorney where appropriate.

Charlotte is also a panel deputy for Court of Protection matters and has experience in managing the affairs of clients as diverse as children with birth injuries, acquired head injury and elderly clients with dementia.

Recent work highlights are:

Testimonials

'Charlotte did an excellent job, was very professional and knowledgeable and I feel in a very safe pair of hands. She made a lot of complex law seem very understandable and was a pleasure to work with. I'd highly recommend her to any of my friends.'

'We had to revise our Wills and the revisions were dealt with courteously and quickly. I appreciated the polite professionalism of Charlotte Dunn. Well done!'

'I needed a Will. My wishes were/are varied and not easy to give a simple description of my circumstances. I now have a Will which provides me with a good outcome when the inevitable happens. My family and Executors will have good guidance when dealing with my estate. It took me a long time to find Shoosmiths and Charlotte Dunn and I am very satisfied with the outcome.'

Having completed a law degree at DeMontfort University of Leicester, Charlotte completed her LPC at Nottingham Law School in 1995, her training contract at Hewitsons and qualified as a solicitor in September 1998. She joined Fennemores in 2000 to head up their private client department, subsequently working at Taylor Walton (2003-05) and Gorvins (2005-2006) before establishing eda law in Milton Keynes, to service the private client needs of emw laws commercial client base.

Charlotte is a member of the Society of Trust and Estate Practitioners.

Charlotte's interests outside of work include ballet, formula 1 and golf.

My education: