Karen Perugini

Karen Perugini

Senior Associate
Romsey Stuart Court Salisbury Road Romsey SO51 6DJ
Telephone

01794 310325

Mobile 07436 548259

Senior Associate - Private Client

Advising on small and large estates and those involving agriculture, businesses and foreign assets, Karen is an experienced private client solicitor. She deals with all kinds of succession matters, including the administration of estates, Wills and trusts and Lasting Powers of Attorney. Working closely with clients and by drawing on her broad expertise, Karen helps her clients to see the full picture to make informed decisions. She is skilled at managing the expectations of all parties, helping the succession process run smoothly.

Karen is an accredited member of Solicitors for the Elderly, a Full member of STEP and is a Dementia Friend.

Private Client

Karen’s specialist knowledge in supporting elderly people make decisions about their future is integral to our Private Client team. She guides clients through succession planning, particularly in arranging provisions to cover care fees. Much of her work also involves tax planning, and she gives clients with complex estates clear advice on how to best to structure their assets using various legal frameworks.

Karen’s relevant experience includes:

  • acting for a client to reduce a large inheritance tax liability through a Deed of Variation
  • advising a client through drafting their Will and re-structuring their assets with the use of trusts to ensure care fees would not be an issue for the surviving spouse
  • advising a client with no immediate family how to arrange her finances to afford care as her health deteriorated, and subsequently acting as the executor of her Will to deal with the administration of her estate
  • administering a large estate that had various charities as the beneficiaries, which involved managing the expectations of each organisation
  • dealing with a large estate involving a second wife and children from the first marriage to make sure all parties were satisfied with the administration, which included implementing an on-going trust to protect the wife while preserving assets in the trust for the children

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