Estate administration
Acting for an executor whereby there were multiple residuary beneficiaries. The estate was divided unequally between charities and relatives of the deceased.
Examples: For individuals
Capital Gains Tax considerations and appropriation
Dealing with an estate where there was a large shareholding which had increased significantly since the date of death. Had the executor sold the shares there would have been a large capital gains tax liability but this was considerably reduced by giving advice in connection with appropriation.
Using the nil rate band
Advising clients in connection with wills which leave a nil rate band legacy to trustees on discretionary trusts.
Property sale in Haslemere
The sale of a large freehold property in the Haslemere area by the executors of an estate.
Acting for first time buyers
The purchase of a freehold property by an unmarried couple as first time buyers with mortgage finance.
Sale and purchase in Surrey
The sale of a leasehold property in Haslemere and the purchase of a leasehold property in Grayswood for the same client.
Portsmouth property purchase
The purchase of a property in Portsmouth on behalf of a Trust in a sensitive case where the occupier of the property had very particular needs.
Sale of London property
The sale of a high value London freehold property subject to complex financing.
Fast property transaction
Achieving exchange of contracts within two weeks with completion less than one week later for purchasers of a re-possessed property which was still being marketed by the mortgagees in possession.
Fast and complicated property purchase
Acting in a purchase with exchange and completion turned around in less than two weeks where there was a lengthy chain and issues over a defective title.
