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Nikki Owen lawyer

Nikki Owen

Partner

Nikki is the head of our Wills, Estates & Succession Planning team. Nikki has a wealth of experience at an international level. She is recognised by her peers, clients and industry publications as efficient, highly regarded and a leader in the private client practice area.
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Background

Nikki practised as a solicitor in Bath, England for 18 years, the latter 10 years as a partner and was head of a large Wills, Estates and Asset Protection team. She re-qualified and was admitted as a lawyer in South Australia in 2015.

She is a member of the Society of Trust and Estate Practitioners or STEP, a worldwide organisation recognising experience and knowledge in trust and estate practice. She has been recognised by international industry publications such as the Legal 500 as “highly regarded”, “efficient” and noted for her “excellent communication” by Chambers & Partners as a “leader in the field” within the Private Client practice area.  She is named in Doyles Guide 2020/2021 as a leading Wills, Estates and Succession Planning lawyer in the SA legal market.

Nikki’s personable approach is valued by her clients. Partnered with her professionalism and expertise, this has made her a highly sought after practitioner who has the client referral rate to prove it.

Experience

Nikki advises on succession planning, asset protection, wills, enduring powers of attorney for lifetime financial decisions, and advance care directives for lifetime health and care decisions in the event of lack of legal capacity. She acts in probate and estate administration matters, particularly in the context of increasingly common and litigious blended family situations, and estates comprising sole, joint, company, trust and super assets. She regularly advises not for profits and charities, and their donors, on bequests, and charitable trusts. She works within the Tax and Revenue team to provide bespoke and tax effective solutions to meet the needs of the client.

 

I recently chaired a session for the Australian Society of Viticulture and Oenology Wine Business Series in which Nikki’s presentation on succession planning hit the brief ‘out-of-the-park’.  Her presentation had some really tangible actions to take away and drive behaviour for our listeners and is, I strongly suspect, now the gold standard list for all those in the wine industry thinking through succession planning.
Ashley Keegan, Chief Executive Officer – FABAL Operations,
The FABAL Group Pty Ltd.

Nikki has an extensive knowledge of UK inheritance tax; she is particularly adept at advising clients who have relocated to South Australia and have UK assets and beneficiaries. She works successfully with individuals, business owners and farming families.

Nikki's Expertise