Rose specialises in advising private clients, personal representatives, attorneys and UK trustees on probate and succession, inheritance tax, Lasting Powers of Attorney and their use, and on Court of Protection applications.
She also frequently acts for clients or legal firms from other jurisdictions advising on UK aspects of estate administration, inheritance tax, and succession planning. She has been a member of the Society of Trust and Estate Practitioners since its inception.
Expertise
- Probate and estate administration
- Inheritance tax
- Estate planning
- Lasting Powers of Attorney
- Court of Protection
- UK Trusts including those for life insurance policies
Experience
- Acting, for more than twenty years, as the professional trustee for a number of substantial and active trusts for an extended high net worth family
- Advising two clients in relation to complex and long-running applications to the Court of Protection for permission to make lifetime gifts on behalf of clients who had lost capacity to do so themselves
- Dealing with a range of English probate and estate administration cases involving tax issues and complex legal/succession issues in a number of other jurisdictions, including Spain, Germany, Italy, Israel, Brazil, Nigeria, Libya and France
- Acting for several generations of a number of families, on a range of succession planning and trust issues
- Acting as the solicitor for a high net worth individual with severe mental health issues, on a wide variety of private client issues as well as liaising with attorneys, medical advisers, and wealth planners on an ongoing basis
Please note: The experience list above may include examples of work completed prior to joining Keystone Law.
Recognition
“Keystone Law’s partner-only practice is ‘excellent and thorough’. Rose Phelps is ‘experienced’.” Legal 500 UK (2013)
Career
Rose qualified as a solicitor in 1979. Prior to joining Keystone Law in 2009, she worked at the following firms:
- Bates Wells and Braithwaite
- Rowley and Blewitts
- Trowers & Hamlins