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Samantha O'Sullivan

Samantha O'Sullivan

Partner

T: 01793 847 758 (DDI)
T: 01793 847 777
E: samantha.osullivan@roydswithyking.com

Samantha is a partner in our Private Client team. She specialises in private client and charity law work, in which she has more than 25 years’ experience.



About Samantha

Chambers and Partners UK (2018) independent directory recognise Samantha’s extensive experience in private client and charity law. Clients describe Samantha O’Sullivan as “helpful, informed, professional and friendly,” and note her level of expertise in acting for clients. Samantha advises individuals on a wide range of issues, including pre and post death estate and tax planning for individuals and families, use of trusts and tax-efficient Wills, inheritance tax and capital gains tax. She also assists with the formation and restructuring of charities and their dealings with the Charity Commission. Samantha trained in London and worked there for some years after qualifying as a solicitor, moving to the South West in the 1990s. She joined Royds Withy King in 2013 from Mogers, where she was a partner.

Samantha advises clients on a wide range of issues, including:

Samantha is a trustee of:

  • AAFDA (Advocacy After Fatal Domestic Abuse) which provides support to families of abuse victims
  • The Collins Educational Trust which makes grants to support children under the age of 18 to achieve academic excellence
  • The Eva Crane Trust, which provides grant funding for apicultural research to individuals and organisations nationally and internationally.

In her spare time, Samantha is a volunteer with the junior section of Devizes Rugby Club. She reads voraciously, and is proud of having mastered baking croissants and Danish pastries.

Memberships :

Member of the Society of Trust and Estate Practitioners (STEP).

 

Private Client work has always interested me: I enjoy the intellectual challenge of solving people’s problems. Estate planning and wealth preservation is always about more than the person sitting in front of me. I look at families as a whole, across the generations, thinking about the future, as well as what’s happening now. A key part of my job is cutting through the legalese and making sure my clients understand what’s being suggested. I know I’ve done my job properly when my clients know exactly how a legal solution will help them.

Samantha O'SullivanSamantha O'Sullivan

Related articles

Opinion [1]
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Five tips to ease your inheritance tax bill

19 June 2014

The weekend press reports highlighted that one likely effect of the recovering economy and rise in house prices will be to increase by a third the number of families potentially facing an inheritance tax (IHT) bill. The current IHT threshold of £325,000 was originally set in April 2009, where it is expected to stay until 2019. While it is difficult to avoid IHT altogether, its impact can be eased by following some basic rules.

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News [2]
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Royds Withy King accepted as corporate partner of the Institute of Legacy Management

22 August 2018

Our firm has been accepted as a corporate partner of the Institute of Legacy Management (ILM) – one of only 12 other firms of solicitors selected in the country.

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Private client and charities expert joins our team

30 January 2014

Samantha O’Sullivan, a solicitor with over 25 years’ experience in private client and charity law work, has joined our Private Client team as a consultant. Samantha, was previously a partner at Mogers, expands our private client practice in Swindon and …

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Events [1]
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Charities seminar: Practical risk management for charities

12 September 2018

Royds Withy King’s Charities sector team has teamed up with Brewin Dolphin and MHA Monahans to host our ‘Practical risk management for charities’ seminar in which we will focus on practical ways charities can recognise, manage and mitigate a range …

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