Hannah Bates

Hannah Bates

Hannah trained with Oglethorpe Sturton & Gillibrand (OSG), qualified with the firm in 2010, and spent the first eight years of qualification with OSG.  Hannah then gained seven years of further invaluable private client experience at both a large north of England law firm and at an international law firm. Hannah returned to OSG in 2025, thanks to OSG’s fantastic reputation and our experienced and highly regarded private client team.

Hannah was admitted as a Full Member of the Society of Trust and Estate Practitioners (STEP) in 2017. STEP is a global professional body which promotes the highest professional standards for its members.  Full STEP Members are known as TEPs (Trust and Estate Practitioners) and, as a TEP, Hannah is an expert in inheritance and succession planning.

Hannah advises on all aspects of private client law, with a particular focus on estate planning and succession planning for business owners and agricultural clients. Hannah works with clients (and their wider advisory professionals, as necessary) to provide bespoke and holistic advice to meet a client’s objectives and requirements.

Hannah is actively involved with the local business community and enjoys attending and supporting local business events.

Hannah was raised, educated, and lives in the local area with her husband, children, and three dogs.  Hannah makes the most of living within easy reach of the Lake District and the Yorkshire Dales and she enjoys hiking, mountain biking, paddle boarding, and pilates.

 

Specialist areas that Hannah covers include:

Wills and succession planning including complex Will drafting (and advising on complicating factors and trusts), and advice in relation to inheritance tax and the transfer of assets, both in lifetime and on death.

Administration of Estates including complex and high value estates with business assets, agricultural assets and complicating factors.

Creation and administration of trusts including drafting Trust Deeds, bespoke Letter of Wishes, ancillary advice, and advising Settlors and Trustees.

Powers of Attorney including the preparation and registration of Lasting Powers with the Office of the Public Guardian and supporting advice.

Hannah Bates

Hannah Bates

Associate

Specialising in

Private Client Law