Charlotte Macdonald

Associate
International and Cross-Border

Charlotte is an international and cross border succession solicitor dealing exclusively with work which includes an international element. Although Charlotte is particularly familiar with French and Spanish succession law, she is trained to deal with every jurisdiction in the world.

Charlotte’s work includes the following:

  • Preparing wills, valid both in the UK and overseas;
  • Providing cross border estate planning advice – to ensure that her clients are aware of how succession and tax rules in multiple jurisdictions interact with each other;
  • Administering estates (obtaining probate) for those that die with assets in multiple jurisdictions;
  • Providing analysis of domicile for inheritance tax purposes (which can be used in dealings with HMRC);
  • Advising clients about, and preparing powers of attorney; and
  • Providing advice to charity clients who are beneficiaries to complex multi-jurisdictional estates.

Charlotte has gained the specialist Society of Trust and Estate Practitioners (STEP) Advanced Certificate in Cross-Border Estates (with a distinction) and is in the process of becoming a full member STEP having completed 3 of the 4 regular courses required.

Charlotte is also a member of the STEP special interest groups for Cross-Border Estates and International Client.

Charlotte brings to Stone King a wealth of non-legal experience. She completed her undergraduate degree in International Relations, before (as a Canadian qualified snowboarding instructor and climbing enthusiast) working abroad in the snow sports industry for several years.

Charlotte subsequently completed the Graduate Diploma in Law and the Legal Practice Course at the College of Law, qualifying with a distinction. Following her training contract with Stone King, Charlotte qualified as a solicitor in April 2015.

  • London skyline
    Recent testimonials

    "Worth every penny. Prior to speaking with you this morning I’ve had conversations with three separate solicitors about this. One … basically told me to blag it … one told me that leaving the house in the will was the best option but without explaining why; and the third talked as if this was the most complex arrangement ever proposed and seemed to confuse even himself.

    "You laid everything out with perfect clarity and patience. Huge relief coming off the call."

    Simon B

  • London skyline
    Recent testimonials

    "Sometimes I couldn’t see the road ahead through all the bureaucracy and international laws and regulations which became quite stressful and demanding, but I am now delighted that the estate has been wound up without further legal issues.

    "Thank you again for all your hard work and advice. Without the support and professionalism of you, Dan and your practice, sorting out the estate would have been impossible to implement independently."

    Edward J

     

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