Amy is director and head of private client at Duncan & Toplis Legal Services.
Amy qualified in April 2017. Prior to qualifying, Amy worked in a high street legal practice supporting a private client partner. In January 2021, Amy passed her final STEP exams with a distinction, becoming a STEP: Trust and Estate Practitioner.
Amy works closely with our tax advisory team to ensure we are able to offer a wraparound service for our clients. This extends to drafting Lasting Powers of Attorney for our clients to ensure they are also protected through their lifetime. Amy has experience of simple estates, but typically deals with complex estates of high-net-worth individuals involving Business Property Relief, Agricultural Property Relief and Foreign assets. She also undergoes Trust work, primarily drafting trust deeds alongside the estate planning within Duncan & Toplis.