Ingrid McCleave

Partner

Solicitor

Power of Attorney, Wills, Trusts & Estate

Wellers Wealth Tax and Law

020 3909 8576 Email Ingrid

Ingrid is Head of Wellers Wealth, a private client and tax advisory service at Wellers and a Partner within the firm. She brings with her extensive experience and knowledge of taxation and trust law. Wellers Wealth provides an invaluable service to business owners/directors and high net worth individuals and their advisers.

After completing her LLB (Hons) in Business Law at Guildhall University where she studied company law, taxation and related subjects, Ingrid studied at the Inns of Court School of Law and was called to the Bar in 1995, specialising in European Competition Law and International Trade.

 Ingrid’s first position was at PricewaterhouseCoopers in Edinburgh where she worked as a corporate tax senior in the Corporate Tax and Life Insurance Tax Department of the Financial Services Division as a tax advisor for large banks and insurance companies. This involved working as part of a team of three looking at tax planning strategies for multi-national insurance companies, leading often to international corporate restructuring for tax purposes. Ingrid was initially recruited to prepare a report to be disclosed during a tax investigation by the Revenue involving the tax treatment under the pre anti avoidance legislation of a box option, which was the underlying investment for the insurance companies guaranteed income bond.  

Ingrid was then asked to join Arthur Andersen (the 4th largest accountancy firm worldwide at the time) where she managed the tax compliance for a portfolio of clients which included a number of investment companies and a Japanese bank with branches in England.  

During her period at Arthur Andersen she co-wrote the Tax Guide to Europe, an internal publication that was sent to Andersen’s clients. This involved writing a chapter on each European country, summarising the corporate tax, income tax, indirect tax and capital taxes of each country. 

Ingrid then transferred to Treasury within Andersen’s (due to her prior experience of derivative instruments) where she worked as part of a team designing derivative products which banks and insurance companies used as the underlying investments for the products they sold their clients. 

Ingrid then moved to Numerica (the 15th largest UK accountancy firm at the time) as a Tax Manager focusing on owner managed businesses. There she was Head of Corporate Tax Planning and Stamp Duty. She also continued working in International Tax drafting reports for overseas clients with business interest in the UK. This involved proactive tax planning on behalf of the individual and the company, often involving international relocation and restructuring.   

In 2004 Ingrid converted to become a solicitor and has worked predominantly in law firms after a short spell lecturing Law at Brighton University. During her career as a solicitor Ingrid has worked as a Senior Associate and Head of Tax and Private Client in a Legal 500 firm in Central London.

 Ingrid regularly lectures on Trust and Taxation and Business Succession courses for the Society of Will Writers and The Association of Accountants as well as to a number of group of financial advisers.

 Ingrid initially studied piano and composition at Trinity College of Music in London and then went on to teach piano and woodwind at Eastbourne College and until recently, whilst living in Edinburgh, Ingrid gave regular piano recitals at the Edinburgh Society for Musicians.

 


Mariam Baraki

Solicitor

Charity

Parish Council services

Power of Attorney, Wills, Trusts & Estate

01372 750109 Email Mariam

Mariam is a solicitor and a key member of the Parish Council advice team, based in our Surrey offices.

With a broad base of legal experience, Mariam is also able to advise on property, charity law and private client matters, including Wills, Powers of Attorney and probate.


David Harris

Chartered Legal Executive

Head of Private Client (Technical)

Power of Attorney, Wills, Trusts & Estate

020 8290 3989 Email David

David is a member of the Head of Private Client (Technical) and is based in Bromley. He qualified as a Chartered Legal Executive in 2010 and specialises in Probate and estate administration, Wills and Powers of Attorney.


Aarti Gangaramani

Solicitor

Power of Attorney, Wills, Trusts & Estate

020 7481 6386 Email Aarti

Aarti is a Private Client solicitor based out of the London office.

Having qualified in 2017, Aarti has developed a wealth of knowledge and specialises in the preparation of wills and succession planning, lasting powers of attorney, trusts and probate work including contentious probate.  Aarti also specialises in estate administration where there is a cross-border element, having previously successfully completed the re-sealing of a Malaysian Grant of Probate and a Dutch Grant of Probate.

In her spare time, Aarti is an ‘Access to Practice’ Mentor through BPP Law School, mentoring current law school students.  As well as this she enjoys spending time with family and friends.


Helen Muzzell

Support Staff

Corporate Litigation & Dispute Resolution

Personal Litigation & Dispute Resolution

Power of Attorney, Wills, Trusts & Estate

01483 284567 Email Helen

Helen assists Cara Hughes and Craig Batko at our East Horsley office.


Annelise Tyler

Chartered Legal Executive

Power of Attorney, Wills, Trusts & Estate

Wellers Wealth Tax and Law

01732 446374 Email Annelise

Annelise is a Chartered Legal Executive in the Private Client department at our Sevenoaks office.

Annelise started her career in publishing but moved into law and cut her teeth practising personal injury litigation in Legal 500 firms in London, qualifying as a Legal Executive in 2013.  She has since expanded her practice into private client work in which she has found her niche.  Annelise’s practice involves all areas of private client work including the preparation of Wills, LPAs and Trust documents as well as administration of estates and giving advice on tax and trusts.

Annelise prides herself on being very approachable.  She is highly client focused and adopts a forensic attitude to her work, taking care to identify the needs and wants of her clients with the purpose of providing clear advice to achieve the most effective outcome in the particular circumstances


Karen Ball

Chartered Legal Executive

Power of Attorney, Wills, Trusts & Estate

01372 750107 Email Karen

Karen is a highly experienced Chartered Legal Executive who works at our Butler House office within the Private Client team.

Karen finished her qualification working for a high street firm and then worked for a top 500 firm in their Private Client team for 9 years. Since then she has moved on to become Head of Private Client work in a high street firm advising on all areas of Wills, Trusts, LPA, Probate and Inheritance Tax advice and has been practising for 13 years in total. Karen is a full member of the Solicitors for the Elderly, a specialist group of lawyers who support and make a difference to older and vulnerable people.

Outside of work Karen has a retired competition horse that she has owned since he was 18 months (he is now 31) and since she stopped competing, enjoys dancing – Salsa, Latin and Ballroom and sometimes teaches a bit too. Karen is also a volunteer for Blue Cross in their equine division.


Levina Khanna

Solicitor

Power of Attorney, Wills, Trusts & Estate

01372 750100 Email Levina

Levina is a Private Client solicitor working from our Butler House office

Levina qualified as a Solicitor in November 2018 and specialises in advising on Wills, Lasting Power of Attorneys and administering estates. Levina also has experience working in contested probate cases.

Levina is very friendly and approachable. She likes to partner up with charities to raise money for a good cause. She supports charities like Cancer Research UK and Amnesty International UK. For Cancer Research UK, she has helped raise £2.4 million through writing free Wills for individuals who left charitable legacies in their Wills.

Outside of work, Levina likes to travel and spends time with her family and her dog.


Josephine Kallisa

Paralegal

Power of Attorney, Wills, Trusts & Estate

020 8290 7954 Email Josephine

Josephine is a Paralegal in the Probate department at our Bromley office. She graduated from The University of Liverpool and is currently studying the new LPC course at the University of Law and has two years experience working in the private client matters.


Adam Hogg

Solicitor

Power of Attorney, Wills, Trusts & Estate

020 3831 2668 Email

Adam is a Private Client solicitor, based in our London City office, able to advise on Wills, Trusts, Powers of Attorney, Probate and estate administration.