Shelley acts for and advises UK and international clients on a wide range of private wealth issues. This includes advising business owners on estate and succession planning, and on planning before a business exit. Shelley advises on trust creation, taxation and administration, on inheritance tax planning and on the setting up and administration of charitable companies and trusts.

Shelley acts in the administration of trusts and estates, including those holding businesses and international assets, and she advises on associated disputes. Shelley acts for and advises international (particularly US) clients on the administration of UK assets held in international estates. She also advises on wills, lasting powers of attorney and deputyships, and on asset protection strategies.

Shelley is ranked in the Chambers High Net Worth Guide and in the Legal 500 directory.

Shelley Faulkner is the epitome of excellent client care. She is determined to ensure an answer is given and a matter dealt with as soon as possible to give peace of mind, and her guidance and advice is similarly excellent. To have Shelley acting for you is hugely reassuring.

Legal 500 2026.

Shelley is a very knowledgeable private client lawyer who provides an excellent service. She takes time to know her clients, understand their problems and address them.

Chambers High Net Worth Guide 2026.

Shelley is simply superb. She is a great strategist. Shelley will take time to prepare a way forward, thinking through all options carefully. You get a very measured approach which brings clarity

Chambers High Net Worth Guide 2026.

Shelley Faulkner was a standout performer for me. She demonstrated a great mixture of technical knowledge and practical experience and, most importantly, she really understood the pressure points for us as a business and worked within tight timeframes to help us reach our desired outcome.

Legal 500 Guide 2024.

Shelley works as part of Osborne Clarke's UK Private Wealth team, which practises across the London, Bristol and Reading offices.

Shelley advises on a wide range of private wealth issues, including:

  • estate and succession planning for business owners;
  • advice on planning in advance of business exits;
  • setting up and administering trusts, and the taxation of trusts;
  • administering estates, often including businesses and international assets;
  • advising UK and international lawyers on the administration of UK estates;
  • estate planning including setting up Wills, and advice on asset protection;
  • deputyships and lasting powers of attorney;
  • setting up and running charitable companies and trusts; and
  • advice on trust and estate disputes.

Helping you succeed in tomorrow's world

I very much enjoy building long-lasting relationships with clients from a wide variety of different backgrounds, and advising at what are often key points in their lives.

My work can be as diverse as: advising on succession planning for business owners; dealing with the administration of an overseas estate; setting up a charitable foundation; advising on a contentious trust or estate; estate planning for a retiring couple; advising a household-name business on trust registration; or setting up a trust as part of tax planning before a business sale.

Trust for disabled beneficiary

Setting up a trust for the benefit of a disabled beneficiary, to hold funds received from a US living trust under the terms of the settlor's US Will.

Local Manufacturing Entrepeneur

Advising a local manufacturing entrepreneur, operating in the UK, Europe and the US, on succession planning and trust creation.

Administration of a substantial charitable foundation

Acting in the administration and winding-up of a substantial charitable foundation set up by a former Bristol mayor and entrepreneur, including advice relating to the largest donation made to Bristol Cathedral in recent history.

Administration of the UK estate of a Maltese domiciliary

Acting in the administration of the UK estate of a Maltese domiciliary, and advising on the implications of a Jersey trust created by the deceased.

Administration of the UK estate of a German domiciliary

Acting in the administration of the UK estate of a German domiciliary with a Will executed in accordance with the deceased's Irish nationality.

Trust Administration for the Shareholding of a quarrying company

Acting in the administration of two trusts together holding a substantial shareholding in a quarrying company, including advising on the options for the company's investment portfolio.

Administration of a complex insolvent estate

Acting in the administration of a complex insolvent estate, where the deceased held business interests in a number different countries, and involving an application for court guidance on the distribution in light of the estate's contingent and disputed liabilities.

Bare trust for the grandchildren of a Taiwan domiciled client

Setting up a bare trust for the grandchildren of a Taiwan domiciled client, for the purpose of purchasing UK property tax-efficiently.

Tax and trust advice on a company restructuring

Advising on the tax and trust implications of a proposed restructuring of an events company, as part of a family's planning for inheritance tax.

Trust holding companies, farmland and an airfield

Acting in establishing and administering a substantial trust holding companies and shareholdings, an interest in a partnership, farmland and investment properties, an airfield and a telecoms tower.

Personal injury trust

Setting up a personal injury trust to hold medical negligence awarded for the avoidable amputation of an elderly client's leg. Advising on the protection of the award in the client's lifetime, in conjunction with inheritance tax planning.

Advising the legal team of an investment management company

Advising the legal team of an investment management company on the implications of improperly constituted trusts, the court's decision on which was recently reported.

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