Paula Shea

Partner
Contact details

023 8085 7312

LinkedIn

Paula Shea has helped my clients to work towards solutions which deliver the best outcomes for their individual needs. Her skills in adapting her approach to work best with my client circumstances have built trust and confidence for the clients involved.

Legal 500, 2024

Paula joined the firm in 2019 and has over 19 years’ experience in most aspects of private client work, including trusts, wills, probate and associated tax planning. She is qualified as a solicitor in England and Wales and in her home jurisdiction of Northern Ireland. Paula acts as a professional attorney, deputy and executor.

Paula leads our South Coast Succession and Tax Team ranked Tier 1 in the Legal 500, with Paula consistently listed as a ‘Leading Individual’.

Main areas of practice

Paula is well liked by her clients and is known for her practical and sensitive approach. She thrives on the technically challenging, unusual and interesting cases and creates innovative solutions to tricky problems.

Paula believes in a holistic approach, working with other advisers and those within her team and the firm to deliver the best outcome for their clients.

Clients

Paula acts for a diverse range of clients including entrepreneurs and those with significant business interests.

She also acts for a number of well-known sports and media clients in connection with Wills, probate, and tax-related matters. Paula is increasingly the “go to” specialist in this area and is able to draw on the expertise of our specialist Sports Law team led by Dov Katz. These high-profile clients value our discretion and understanding of this area.

Paula is particularly skilled in advising those with vulnerabilities.

Recent work includes:

  • Advice to various business owner in connection with tax efficient estate planning including business LPAs.
  • Advice to a company directors/trustees in connection with a shareholder protection trust.
  • Estate planning advice to complement nuptial agreements in respect of lifetime gifts and wills.
  • Advising an executor in a complex estate involving private company shares with various complex / contentious issues.
  • Advice regarding tax-efficient deeds of variation.
  • Creation of tax-efficient Wills to maximise availability of IHT reliefs (Business Property Relief, Residence Nil Rate Band, etc.).
  • Creation of lifetime settlements and ongoing tax advice.

Expertise

Career

Paula trained at Dickinson Manser (now Trethowans) and qualified as a private client solicitor in 2004. Paula joined Lester Aldridge in 2006 and following various promotions became a partner in 2015.

  • University of Wales – Aberystwyth LLB (Hons) 2:1
  • Cardiff University – Legal Practice Course
Contact details

023 8085 7312

LinkedIn

Accreditations
Memberships
  • Solicitor – England & Wales and Northern Ireland
  • TEP (Trust and Estate Practitioner (STEP))
  • Full Accredited Member - The Association of Lifetime Lawyers (formerly Solicitors for the Elderly)
  • Member of the Law Society Private Client Section

Significant Experience

  • Tax-efficient Will drafting
  • Creation and administration of trusts to include trusts for vulnerable individuals
  • Problematic estate administration to include: estates with complex assets often involving shareholdings in family businesses, declarations to declare death; assisting elderly/infirm executors
  • Creation of LPAs and provision of ancillary advice to include assessing capacity under the Mental Capacity Act 2005
  • Advising families with vulnerable children. Paula acts as a professional attorney and deputy

Quotes


"Paula Shea provides an outstanding service exhibiting the abilities to explain legal issues to clients clearly and patiently, address client queries promptly and fully and ensure the task in hand is completed as soon as possible."

Legal 500, 2024

"Paula Shea is an exceptionally good lawyer. Technically brilliant, amazing client service and runs a great team."

Legal 500, 2023

"Shea is very good: a strong practitioner with a great set of skills and experience."

Chambers High Net Worth, 2023

She is very well respected in her field.

Legal 500, 2022

Insights by Paula


articles

10 April - Paula Shea

The 6th April 2024 marks the start of a new financial year. In this article we review the new annual allowances, exemptions and details of self assessments that may be...

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articles

4 March - Paula Shea

You may be aware that this week (4-10 March 2024) is “Update your Will” week, but when should you update your Will? Updating your Will is important, which is why...

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articles

11 July - Paula Shea

The rules on inheritance tax ("IHT") surrounding gifting can be complex. Many are aware of the basics of gifting exemptions but few understand the logistics of how gifts are reported...

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