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Bio

I joined Porter Dodson in 2014, following my relocation to Somerset from the West Midlands. I work in the Private Client team, specialising in the administration of Trusts.

I provide advice to Trustees as to their duties and obligations regarding the Trust itself, its assets and beneficiaries. I advise as to the income tax, capital gains tax and inheritance tax implications throughout the duration of the Trust and upon cessation. I can assist Trustees with their reporting requirements including those under FATCA (the Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard) so that the Trust is compliant.

I prepare and file tax returns, including online filing with HMRC. I also prepare annual Trust accounts, attend Trustee meetings, advise on and carry out changes to the appointment of Trustees as well as undertaking the general day to day Trust administration. Partners of the firm are often instructed to act as professional Trustees and my role also includes advising them in this capacity, as well as reporting to beneficiaries.

I am a full member of the Society of Trust and Estate Practitioners (STEP) having successfully completed the STEP Diploma in Trusts and Estates (England and Wales). I was elected on to the STEP West of England committee in April 2019.

Testimonials

Very helpful and comprehensive service for both Trustee changes from Tom and Deeds of assignment from Clare. Complicated area of civil law that was laid out with clear path to achieve required changes and access to trust funds. 

Mark

I would like to repeat my thanks to you and Caitlin for all the work involved in setting up our Lifetime Settlement. The Trust Deed was clear and followed the expressed wishes we gave you. You kept us fully informed at all times and the preparation, completion and registration were carried out in a most professional way with minimum delay. I would not hesitate to recommend Porter Dodson to any family member or friend seeking legal advice on trusts and wills and other related legal matters.

Michael

As always, I am grateful for all that you do on our behalf - you give us great confidence. 

Trustee

I would like to take this opportunity to thank you sincerely for all your advice, guidance and input over the years in relation to the Discretionary Will Trust. Your professionalism and steady support throughout the process have been greatly appreciated. We are very grateful for your help in bringing this matter to a successful conclusion. It is reassuring to know everything has been handled so thoroughly and carefully. Thank you again, Clare for your valued advice and support over the years. 

Steve

The task was undertaken in a high quality and timely manner.

Trust Client

I was very happy with the service and advice from Clare. It really helped that she had originally done my parents wills and set up a will trust for them and therefore familiar with our situation and needs. Having an established relationship made it so much easier to deal with all the issues pertaining to the trust.

Andrea

Very professional, excellent service. Without Clare we don't know what we would have done. Clare was very knowledgeable on the services we required, she advised us all the way through and she completed what we required with precision and in a timely manner. 

R Jones

Clare was fantastic to work with throughout the whole process of dealing with a family trust. From our first engagement through to completion she was always available to answer any of our queries and provided guidance each step of the way during what was a very challenging time. 

Chris

The whole team were brilliant, I don’t think we would ever have got through the selling process and the legalities of the Trusts without them. Thank you once again. 

Peter & Judith

Very responsive and efficient. Sorted our transfers of ownership without any hassle to us at all. Impressive service.

Graham

Clare Sanderson immediately found the legal shortfall in my fathers will trust and proposed a reasonable cost solution, which then she efficiently implemented.

Michael

Clare Sanderson executed a very good piece of specialist work for me. Sound advice, timely and helpful. Thank you. 

Richard

Clare Sanderson has provided us with a very professional & efficient service. She immediately understood our initial request, her advice was clear and appropriate & she was able to answer any queries in a timely manner. We always felt supported and would have no hesitation in recommending her and Porter Dodson Wellington

Private Client

An excellent service. We used Porter Dodson recently following a family bereavement. The process and implications of the document were all explained very clearly and the work was conducted very efficiently. Highly recommended.

Thomas

Contact Clare Sanderson

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