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Nikki Owen

Nikki Owen

Special Counsel

Nikki Owen is a Special Counsel within 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.

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.

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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.  She works within the Tax and Revenue team to provide bespoke and tax effective solutions to meet the needs of the client.

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 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.

Qualifications

  • Bachelor of Laws (Hons)
  • Diploma in Legal Practice
  • STEP Diploma in Trusts and Estates

Affiliations

  • Society of Trust and Estate Practitioners Member
  • Tax Institute Affiliate Member
  • Family Business Australia Member
  • Law Society of South Australia Member

More from Nikki Owen

Could the ATO Inadvertently Become a Beneficiary Under Your Will?

16/07/2019

Avoid the common misconception that no tax is payable on the transfer of assets on death…

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Succession Planning for Blended Families

18/06/2019

Succession Planning – It’s a must.

Many clients avoid succession planning, particularly in even the simplest blended family situations where there are…

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Writing Testamentary Trusts into your Will

30/05/2019

A Testamentary Trust allows for greater flexibility to fit your particular circumstance

Significant wealth has been created in the current generation. Passing wealth to beneficiaries absolutely on death…

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Industries

Family Business & Private Wealth Management

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Industries

Agribusiness

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Why You Need a Succession Plan in Place

14/05/2019

Whatever your family circumstances, or the structure of the business, the key is to have a…

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Legal Services

Wills, Estates & Succession Planning

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