Clare heads up the Wealth Preservation team and prides herself in supporting her clients at vulnerable times, bringing humour and warmth to her client interactions. She appreciates that all clients are different and adapts her knowledge and skills to fit in with each individual client’s needs and objectives.
Clare has a wide range of clients from all backgrounds, which leads to a breadth of experience and knowledge.
Clare also works with a large network of professional contacts and encourages co-ordination between clients, their financial advisors and accountants in order to achieve the best possible result when considering estate planning and wealth protection.
Clare is currently on maternity leave. Mel Messenger is leading the team in Clare’s absence. We look forward to welcoming Clare back next year.
Clare Harris provides me with an excellent service. What makes it standout is the personal approach, she is always fully up to speed with what is going on and crucially, remembers everything from previous discussions. Her advice is always considered and well worth listening to. Her willingness to embrace video calls has made our meetings efficient and effective. An absolute delight to work with, I recommend her highly.
We have worked with Clare Harris for several years and she strives to understand our needs of the wider family, to enable us to plan effectively and goes to the extra mile. This enables her to recommend options and suggest ideas which benefit the whole family.
“My sister and I employed Clare Harris and she has been faultless in everything she has done for us. Her knowledge of the sector is first class. She is friendly, understanding, responsive, tactful and delivers wonderful advice in a timely manner. She is very very good. I am very glad that we employed her and I would recommend her to anyone who needs advice in her sector.”
“We have worked with Clare Harris for several years and she strives to understand our needs of the wider family, to enable us to plan effectively and goes the extra mile. This enables her to recommend options and suggest ideas which benefit the whole family.”
Clare deals with all aspects of Private Client work relating to death and mental capacity, whether that be wills, probate and estate administration, lasting powers of attorney or the creation of trusts. She is highly regarded.
She provides general succession, inheritance tax and asset protection planning to multiple generations of families as well as creating and administering onshore trusts and providing advice to trustees.
She also prepares and registers Lasting Powers of Attorney with the Office of the Public Guardian and is happy to assess capacity and act as a certificate provider.
Clare is a qualified “TEP” (Registered Trust and Estate Practitioner)
She is a Fellow of the Agricultural Law Association
She is a recommended individual in the Legal 500 2022 guide.