Josie Birnie
Associate - Private Client
Josie Birnie
Associate - Private Client
Specialisms:
- Wills
- Trusts
- Probate
- Administration of Estates
- Powers of Attorney
- Attorneyship
- Care Fee Funding
- Inheritance Tax Planning
- Capital Gains Tax (CGT)
- Declaration of Trust
- Safeguarding Adults
- Court of Protection Matters
Fax: 01582 768504
Tel: 01582 715234
Email: josie.birnie@nevesllp.co.uk
Office:
- Harpenden
Career History
I trained as a solicitor in Luton and qualified in 2003, remaining in the firm to work in their Private Client Department. I have also worked as a Private Client solicitor in Berkhamsted and St Albans. Over the past 18 years, I have acquired a wealth of experience in areas such as Wills, Estate Planning, Probate and Estate Administration, Powers of Attorney, Trusts. I joined Neves on 1 November 2021, and am based at the Harpenden office.
I am currently in the process of qualifying to become a full member of The Society of Trust and Estate Practitioners (STEP)
Experience
Over the years I have drafted hundreds of wills and I know the questions to ask a client to ensure nothing significant is missed. I also know how to explain complex legal and tax matters clearly to clients without the use of jargon. I am keen on efficiency and look to take all steps to streamline the way I work such as using the most up to date electronic and online systems where possible, where this benefits the client in terms of time and cost. Any step towards becoming a "paperless" law firm is very exciting to me.
My areas of expertise include:
- Probate and Estate Administration Services of taxable and non-taxable Estates
- Applications for Grant of Probate/ Grant of Letters of Administration
- Court of Protection Deputyship applications
- Drafting and Registering Lasting Powers of Attorney
- The creation and administration of trusts
- Preparation of Wills for individuals, married couples and unmarried couples
- Inheritance Tax Planning
I am an approachable 'people' person and like to take the time to understand what a client wants and needs and provide them with clear advice.
What makes me human
I have two children of secondary school age and a cat. I sing in a choir and like to go running. I also take any opportunity to dance (preferably to 80's pop music) and I would like the Great British Bake Off to take place in my kitchen so I can sample all the cakes.