Expertise
Biography
Rowena is an experienced Partner within the Wills, Trusts & Tax team whose expertise spans all non-contentious matters.
Background and Expertise
Rowena began her legal career in 2006, when she joined Aaron & Partners as a Paralegal. In 2009, she qualified as a solicitor and has since gone on to be promoted to Partner level within the Wills, Trusts & Tax team.
Rowena specialises in non-contentious matters, and is highly adept at handling applications to the Court of Protection, where she assists in appointing Deputies for individuals who lack the mental capacity to manage their financial affairs. Her expertise extends to both contentious and non-contentious applications for statutory wills and gifts, and she also provides valuable guidance on objecting to such applications.
Specialisations and Personal Achievements
Rowena is a skilled advisor in nursing fee planning, Lasting Powers of Attorney (LPAs), will preparation, trust establishment, and tax-efficient asset distribution. Her keen eye for detail and identifying the best possible solution for her clients extends into navigating the complexities of the post-death estate administration process, encompassing grant applications, inheritance tax issues, income tax affairs, and post-death variations.
Rowena primarily works with high net worth individuals, families, business owners, and charitable trusts. She takes pride in her thoroughness, ensuring a comprehensive understanding of each case and its broader context. Building strong relationships with her clients is of utmost importance to Rowena, as this approach allows her to tailor advice and solutions that precisely meet their needs.
Known for her caring and empathetic nature, Rowena is particularly supportive and approachable, especially when dealing with vulnerable clients. Her ability to connect with people on a personal level enhances her effectiveness as a solicitor, fostering trust and confidence in her clients.
Rowena's professional success is underscored by her full membership in the Society of Trust and Estate Practitioners (STEP), a prestigious organization that recognizes her expertise in trusts and estates. This affiliation attests to her commitment to staying at the forefront of her field, continuously updating her knowledge, and adhering to the highest standards of practice.
