"Hannah was professional, approachable and knowledgeable."Client of Hannah Wallbridge
Hannah Wallbridge is an Associate in the Inheritance Protection team.
Hannah joined Gardner Leader in 2012 and undertook her training whilst working across various departments qualifying in 2017.
Hannah advises in all private client matters including Wills and estate planning, Lasting Powers of Attorney, Deputyship applications with the Court of Protection and administration of estates. She ensures that loved ones wishes are adhered to and handled with care from the point of drafting their Will through to administration of their estate and assisting their families at a very difficult time.
Hannah advises on all types of Wills placing significance on clients’ wishes whilst also considering tax implications and family arrangements to ensure children from a previous marriage or unmarried partners are protected.
Hannah also advises clients on specific tax planning queries and helps to ensure they make the most of their available inheritance tax exemptions and helps to put in place arrangements which can help maximise these exemptions whilst always considering the need to balance any tax implication with the needs of their ultimate beneficiaries. It is important for clients to consider their beneficiaries own circumstances and Hannah takes care to advise clients of all the options available to ensure their loved ones are catered for appropriately.
Hannah also advises clients on the importance of Lasting Powers of Attorney documents and handles this process in terms of drafting appropriate preferences and instructions bespoke to her client’s needs and handling the registration process with the Office of the Public Guardian. Hannah also advises attorneys on their duties and can help assist with tricky queries they may have and ensure they act in the best interests of their loved one.
Hannah also assists clients with administration of estates in the difficult circumstances of losing a loved one. She handles their matter with care and efficiency to help bring the estate to a conclusion as delicately and quickly as possible. These have involved both UK and overseas assets and estates with numerous beneficiaries located across the world.
Hannah Wallbridge qualified in 2017.