Teresa D'Alessio

Consultant - Private Client

Teresa is a highly skilled professional with a strong background in estate planning and will writing. She has guided numerous clients through the intricacies of safeguarding their assets, ensuring that their loved ones are protected, and their final wishes are respected. Her experience spans across various family and financial situations, making her a trusted advisor in the field.

Teresa works with a diverse range of clients, including individuals and families who need expert guidance in drafting wills, setting up trusts, or planning for inheritance. She often assists those facing complex family dynamics, such as blended families, second marriages, or those with substantial estates and business assets. Her work ensures that client's wishes are clearly documented and legally sound, helping to avoid family disputes and unintended tax consequences.

Many of the matters Teresa handles involve navigating sensitive and complex situations. She often works with clients who have intricate family structures or face challenging decisions about how to allocate their assets fairly among loved ones. Additionally, she helps clients address issues such as the care of minor children, establishing trusts for vulnerable family members, and ensuring tax efficiency in the transfer of wealth to future generations.

Teresa is in the final year of her LLB (Hons) Law degree at the University of Law, further building on her extensive legal foundation. In 2020, she completed the STEP Certificate in Trusts and Estates (England and Wales) with distinction, demonstrating her in-depth understanding of estate planning and trust management. Teresa has also enrolled in the CLC Level 6 Diploma in Probate Law and Practice, enhancing her expertise in the area of probate and estate administration. Her educational journey, coupled with years of practical experience, has shaped her into a highly knowledgeable and trusted estate planning professional.