Ola Szymaniec

Associate

Ola is an associate in the private client team, advising individuals and families on lifetime planning, trust and estate administration, will writing, and lasting powers of attorney.

Her work includes administering a wide range of estates, such as those involving international elements, complex family circumstances, and high value assets. Ola also advises on the creation and administration of trusts, as well as lifetime gifting and inheritance tax considerations, offering clear and structured support throughout the planning process.

I support individuals and families navigating important decisions with clear, practical and compassionate advice. Clients have described me as ‘efficient’, ‘clear’, ‘patient’ and ‘kind’. I aim to combine strong technical expertise with genuine empathy in every matter.

Ola Szymaniec, Associate

She is known for her friendly, approachable and organised style, building strong relationships with clients who value her patience and reassuring manner. These qualities help ensure that they feel supported at every stage, particularly individuals who may be navigating bereavement, capacity issues, or concerns around vulnerable family members.

Ola received her law degree from the University of Bristol and studied for the LPC (with LLM) part-time alongside completing her training contract. She qualified in 2021 and has been a full member of STEP, the world’s leading organisation for private wealth professionals, since May 2024. Her STEP qualification highlights her commitment to best practice in estate administration and tax planning.

Recent work highlights

Tax advice for HNW couple

Providing written advice to a young high-net-worth couple on domicile status and its implications for inheritance tax planning and long term wealth structuring.

Intestacy with French assets

Managing an estate administration arising under intestacy with assets in France, liaising with overseas professionals to ensure correct succession procedures were followed.

Vulnerable testator support

Advising a vulnerable individual in preparing his will and then a year later, safeguarding him from an inappropriate third party influence while ensuring his wishes were properly protected.

Guidance for attorneys on LPA use

Providing clear guidance to attorneys on their duties and responsibilities when acting under lasting powers of attorney, ensuring decisions were made in the donor’s best interests.

Multi property probate matter

Handling an estate administration containing several UK properties, coordinating valuations, tax reporting and timely distribution to beneficiaries.

Lifetime gifting strategy for family wealth

Advising clients on structuring lifetime gifts to children and grandchildren, balancing tax efficiency with long term family objectives.