Susan Sherry

Susan joined the private client team in August 2016 after working for 10 years at DWF as Liverpool office location head. She has particular expertise in creating wealth management strategies in order to efficiently manage clients' assets.

Susan's work centres on inheritance, capital gains and income tax planning for wealthy individuals and families. She discusses tax issues and succession planning, drafting wills, powers of attorney and trusts.

She advises settlors, beneficiaries and trustees on trust formation, trustees' duties and trust dissolution as well as looking at tax planning issues pre-emptively and liaising with independent financial advisors (IFAs) regarding general investment of funds. Susan also deals with complex Court of Protection cases.

She has acted for Premier League football clubs for many years helping them provide their staff with HR benefits, is a trusted adviser for professional sportspeople, and has worked nationally with Camelot lottery winners for over 10 years.

She regularly provides seminars for IFAs, wealth management professionals and tax specialists. Susan has co-authored a book on powers of attorney with Geoffrey Shindler, OBE. This was published in October 2016.

Susan has been a full member of the Member of the Society of Trust and Estate Practitioners (STEP) since 2007.