Withy King takes on experienced consultant to boost private client team

January 31, 2014
By

Samantha O’Sullivan, a solicitor with more than 25 years’ experience in private client and charity law work, has joined Wiltshire law firm Withy King as a consultant.

Samantha, pictured, joins Withy King’s expanding private client practice from Bath law firm Mogers, where she was a partner.

Based in its Swindon and Marlborough offices, the private client team advises individuals and families on a wide range of issues, including estate and tax planning often involving the use of trusts and tax-efficient wills, inheritance tax and capital gains tax and the formation and winding-up of trusts.

Samantha also works closely with charities, advising on formations and restructuring as well as their dealings with the Charity Commission.

Samantha said: “Private client work has always interested me and I particularly enjoy the intellectual challenge of solving people’s problems. Estate planning and wealth preservation is always about more than the person sitting in front of me. I look at families as a whole, across the generations, thinking about the future, as well as what’s happening now. A key part of my job is cutting through the legalese and making sure my clients understand what’s being suggested. I know I’ve done my job properly when my clients know exactly how a legal solution will help them.”

As well as advising trustees and beneficiaries, Samantha is a trustee of a number of charities herself, including DEVELOP, a charity offering advice and support to other charities and not-for-profit organisations across Wiltshire; Combe Down Holiday Trust, which provides advice and holiday grants to individuals in Bath and North East Somerset; Collins Educational Trust; Sarum St Michael Educational Trust; and the Eva Crane Trust, which provide educational grants and assistance to individuals and organisations nationally and internationally.

Samantha’s appointment follows those of Ed Vidnes, who joined the private client team as an associate from Burningham & Brown in Bath, and Becky Ricards-Small, who was previously a partner at Thrings in Bath.

 

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