Samantha specialises in estates and trusts administration and creating powers of attorney for clients of large financial institutions and trust corporations. With a strong focus on probate, tax, and trusts, Samantha brings a wealth of expertise to her role, ensuring the seamless administration of complex estates.
Her background includes extensive work with agricultural and business estates, where she has developed a deep understanding of the unique challenges faced by farming clients.
In addition, Samantha is committed to supporting the charity sector, providing tailored advice and administration services to charities and speaking at the recent Institute of Legacy Management annual conference.
As a full member of the Society of Trusts and Estates Practitioners (STEP), she is recognised for her professional excellence in the field and actively contributes to the profession as a committee member of the STEP Wales Branch.
Expertise
- Private client
Education
Studied GCSE’s and A-Levels at Crickhowell High School and undertook my undergraduate and post graduate degrees at Glamorgan University, now the University of South Wales.
Career history
Trained at RTL Solicitors, qualified in May 2009, then moved to a firm in Hay-on-Wye and specialised in Agricultural Probate before starting with Hugh James in July 2012.
Memberships
Member of the Society of Trusts and Estate Practitioners.
Experience
Dealing with an intestate estate with a potential 85 beneficiaries, also being instructed by America Lawyers to deal with the UK element of two separate estates.