Susan joined Birketts in October 2012, having trained at a Cambridge firm and worked at another Chelmsford firm. She passed her Society of Trust and Estate Practitioner exams with a distinction and has held many positions on the STEP Essex committee, including Chair, for the permitted term, student liaison officer, events officer and her current position of secretary.
Susan is a Partner in our Private Client Advisory Team and assists clients with a full range of succession and tax planning, including the preparation of Wills, providing inheritance tax advice, advising on trusts and powers of attorney.
Having assisted clients with estate planning for many years, she is aware of the importance that clients’ wishes take effect in the manner intended or that an estate administration is dealt with in a timely, supportive manner. Every client is unique and Susan tailors her advice according to the individual circumstances and, where appropriate, the advice is given alongside that of colleagues in other teams within the firm to ensure fully rounded, holistic advice is obtained.
Susan also deals with estate administrations, including advising on Deeds of Variation, where individuals inherit assets/funds from an estate but wish to pass them to others in a tax efficient manner, as part of tax planning.
Susan is ranked and named as an 'Associate to Watch' by Chambers High Net Worth [UK 2021]. In the previous edition a wealth advisor notes "She was at all times very prompt and clear in servicing the work necessary".
Susan is recommended and named as a 'Rising Star' by Legal 500 [UK 2022]. Clients in the previous edition say:
"I was impressed by the personalised response and ownership taken by Susan Young, once the work had been passed across to her. She was proactive at every turn and most importantly shared her movements (e.g. annual leave in advance) so that information exchanges were proactively managed so as not to undermine delivery efficiencies".