Clare Morison

Clare Morison

Senior Associate, Private Client

Specialisms & expertise

Tax Planning
Wills
Trusts
Powers of Attorney
Charity.

Client stories & examples of work

Providing advice on all aspects of inheritance tax, including arrangements to minimise potential tax liabilities
Advising on the creation, administration and termination of trusts, including tax implications
Estate planning for individuals and families, including the preparation of wills and advice relating to lifetime gifts
Advising clients on the international aspects of tax and estate planning including residence and domicile
Advising individuals on their charitable giving
Advising charities on a broad range of matters including incorporation, merging with other charities and amending their constitutional documents.

Achievements and other appointments

Clare is a member of the Society of Trusts and Estate Planning (STEP) and is also listed as a Citywealth Leader

Profile

Clare studied Law with American Law (LLB) at Nottingham University and the University of Texas, Austin. She also completed the Legal Practice Course at Nottingham Law School.

Clare trained at City firm McDermott, Will & Emery and qualified as a solicitor in 2008. She then spent over five years at the firm where her practice focussed on advising high net worth and ultra high net worth clients on all areas of estate and tax planning.

Clare joined Thomson Snell & Passmore in April 2014.