Areas of Expertise
Wills, Inheritance Tax, Powers of Attorney and Estate Administration.
Admitted as a solicitor in 2006, Joanna previously worked for Rawlison Butler in Horsham where she specialised in Wills, Inheritance Tax, Powers of Attorney and Estate Administration. She joined Bowles & Co in January 2017.
She is a Member of STEP (Society of Trusts and Estate Practitioners) having gained a distinction in her Diploma in 2009.
The private client services Joanna offers includes preparing Wills, advising on Inheritance Tax, Lasting Powers of Attorney, Estate Administration and Court of Protection matters. Her clients range from younger people wanting to make their wills and ensure they have arranged their affairs as tax-efficiently as possible, to older clients who wish to plan for their long-term care and welfare, or pass wealth to future generations. Joanna administers estates sensitively and efficiently, implementing post-death tax saving techniques wherever possible. Joanna also has experience administering estates with assets situated in other jurisdictions, including the United States, Dubai, Cyprus, New Zealand, Australia, Spain and Ireland.
She comments "I consider it my role to gain an understanding of my client's needs and to give them clear straightforward advice as to how best to achieve their objectives."
Joanna enjoys travelling, reading and planning home renovations.If you'd like to discuss any issues you may be facing, you can contact Joanna by e-mail JoannaP@bowlesco.co.uk or call her on 01372 725241.