Emma Hegarty

Associate,

Private Client

Emma is in the Private Client team at Brachers and has more than ten years’ experience in dealing with a broad range of private client matters including, will preparation, probate, the administration of estates and powers of attorney.

Profile:

Emma joined Brachers in 2013 and is an Associate in the Private Client team. She has more than ten years’ experience in dealing with a broad range of private client matters including will preparation, probate, the administration of estates and powers of attorney.

Emma also has experience in estate and tax planning and always seeks to highlight planning opportunities for her clients.

Emma thrives on dealing with the variety of private client work and appreciates that clients very often come to seek advice from her in difficult circumstances. She adopts a practical but sensitive approach to her work and always tries to explain things clearly to help clients’ understanding of what can be complex matters.

Emma specialises in:
- Grants of Probate and Grants of Letters of Administration.
- Administration of estates involving complicating factors such as transferable nil rate bands between spouses, varying the terms of a deceased’s will to make the estate more tax efficient and claiming tax reliefs where appropriate.
- The preparation of Wills for individuals, families and small business owners.
- Estate/tax planning
- Lasting Powers of Attorney
Practice and Sector Focus:
Qualifications and Memberships:
- Fellow of the Chartered Institute of Legal Executives
- CLT Certificate in Estate Administration
Recent Cases:
- Achieving an inheritance tax saving of over £100,000 by varying a deceased’s will.
- Advising in an estate with domicile issues where the deceased held assets in different jurisdictions.
- Administering the estates of a husband and wife worth in excess of £12million.
- Administering an estate involving a significant business interest partially owned by a trust.
- Administering an estate under the rules of intestacy where the deceased died without leaving a will involving the estate passing to twenty beneficiaries in over six different countries.
- Locating missing beneficiaries in an estate.
- Preparing a life interest trust wills for a husband and wife with children from a previous marriage.
- Preparing a discretionary trust will for a woman with a disabled son in order to safeguard the sons inheritance.
Awards:
- Emma has guided us through the process of my parents’ estates in an efficient, professional and approachable manner. My brother and I have greatly appreciated and valued her support throughout.
  
  Client quote
- Thank you for all of your excellent advice and expeditious professional work on my behalf as Executor of my Mother’s estate.
  
  Client quote
- Emma knows how to set you at ease, and carefully draw out the facts of what you are trying to achieve, whilst offering options and at the same time keeping it light and informal.
  
  Client quote
- I can’t speak highly enough of the way that Emma dealt with me, both professionally and personally.
  
  S Aps, Client