Bethan qualified as a Solicitor after 13 years as a tax and policy professional at HMRC. Bethan qualified as an Inspector of Income and Corporation Taxes, conducting, coordinating, and leading compliance checks into tax returns covering a diverse range of taxes including income tax, Capital Gains Tax, VAT and Corporation Tax. After a successful move into a technical specialist role, Bethan was promoted into the role of Head of Policy for High Net Worth Individuals (HNWIs), at the heart of Government.
Following a move into the law, Bethan now specialises in Private Client, Tax and Property law, advising individuals, families and business owners on how to structure their estates to minimise their tax exposure and ensure their wealth is protected for future generations.
Bethan takes a holistic approach to drafting Wills, trust deeds, estate planning, and probate work, listening to clients and understanding their motivations and priorities. She can call upon a wealth of experience at HMRC to analyse clients’ entire estates, identifying business, pension, overseas and trust assets. She helps clients to consider their options and navigate complex tax and legal issues, building long-term solutions. She can also advise clients on dealing with HMRC compliance checks and correspondence.
Bethan is a member of The Association of Lifetime Lawyers. Lifetime Lawyers are considered the gold standard when supporting vulnerable and older people with legal advice.
Bethan advises on:
- Completing and submitting tax returns for individuals, businesses, estates and trusts,
- Dealing with HMRC compliance checks and enquiries,
- Responding to HMRC correspondence,
- Corresponding with overseas tax authorities.
· Simple and complex Wills
· Creation, management, and cessation of all types of Trusts
· Trust administration, including fulfilling tax reporting requirements
· Estate administration, including applying for Probate & Letters of Administration
· Lifetime gifting to family and friends
· Tax and legal implications of joint property ownership, including drafting Declarations of Trust
· Preparing Lasting Powers of Attorney (LPAs)
Whilst Bethan is generally based in our Marlow office, she travels to our other offices regularly to advise clients and collaboration with colleagues.
The practice is highly esteemed, with a national reputation for the quality of their work. They provide a high-end service to rival any other private client practices
Legal 500 | 2024
The Burnside Partnership offers very strong expertise both in UK domestic and international situations
Chambers High Net Worth | 2024
See insights from Bethan
Discover articles and useful insights from Bethan here.
- Love is in the air. Should we get married for tax reasons
- Leaving a gift to charity in your will
- How a flexible “letter of wishes” complementing your Will can help
- I’ve heard I’m going to receive an inheritance, but I want to pass it to someone else. Can I do this, and what are the tax consequences?
- We live together in Marlow as a “common law married” couple… the law will protect him if I die, right?
- How the taxation of defined contribution pensions will change from 2027 – and what you should do now
- We’re splitting up… how do we move forward and plan for the future?
- We’re splitting up… what are the tax impacts?
The Burnside Partnership is proud to be an award-winning firm
We’ve plenty of awards and accreditations to our name, as do many of our specialists. These include The Legal 500 Leading Firm 2026, Chambers High Net Worth 2025, The Legal 500 Next Generation Lawyers, Leading Private Client Lawyer, eprivateclient Excellence Awards 2024, Chambers High Net Worth Solicitor Firm of the Year 2020, eprivateclient Top Law Firms, Apprenticeship Employer of the Year Award.
