Our lawyers - Martine Swaep

 

"Thank you for your time and excellent service supporting Public Trust and our clients, dealing with beneficiaries can be challenging and very rewarding at the same time. "

Sharon Vigor-Brown

Senior Trustee for Public Trust, New Zealand

 

 

Martine Swaep is a Chartered Tax Adviser and Trust and Estate Practitioner, working in Greene & Greene’s Private Client team. Martine qualified as an Accounting Technician in 2007, a Trust and Estate Practitioner in 2010, a Tax Technician in 2013 and a Chartered Tax Adviser in 2018. Martine has over 12 years’ experience in a range of Private Client work including advising individuals on administration of estates and Trusts, preparing Wills, Court of Protection applications and Lasting Powers of Attorney.

 

Martine is a full member of the Association of Taxation Technicians (ATT), the Association of Accounting Technicians (MAAT) and also the Society of Trust & Estate Practitioners (STEP).

 

Martine’s expertise ranges from planning for the future through to assisting clients after bereavement.

 

Recent cases completed by Martine include:

 

An intestacy which involved tracing and liaising with 31 beneficiaries and dealing with a claim against the estate under the Inheritance (Provision for Family and Dependants) Act 1975;

An application to the Court of Protection to put in place a statutory Will for a client that had lost capacity. The client owned significant assets, including farming assets, that would have passed to distant family had a Will not been put in place;

Reporting and administering an estate which had cross-border assets including assets in France and Denmark;

Applications to reseal foreign Grants of Representation, reporting of UK assets for Inheritance Tax purposes and administering the UK estate; and

An application to the Court of Protection to have a Deputy removed where a client had regained capacity and subsequently putting in place a Lasting Power of Attorney allowing the client to decide who would act on her behalf in the future, if needed.

 

Martine prides herself on helping clients to find a practical way forward when they are facing difficult times and according to client testimonials she is “professional and efficient” and “prompt and courteous.

 

 

 

Martine Swaep

Martine Swaep

Tax Director

 

Court of protection

Power of Attorney

Probate

Trust creation

Wills

 

Telephone: 01284 717458 (Direct)

Fax: 01284 717499