Wills and several properties
Drafting wills, including preparation of complex wills with multiple properties and beneficiaries.
Examples: Wills & Probate
Estate administration and charities
Acting for an executor whereby the entire estate passed to charity beneficiaries. This area of law can be complicated especially where land is concerned. In this particular case it was necessary to comply with the requirements of Section 117 of the Charities Act 2011.
Estate administration
Acting for an executor whereby there were multiple residuary beneficiaries. The estate was divided unequally between charities and relatives of the deceased.
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.
Advice on domicile and will preparation
Advised a non-domiciled individual with significant assets abroad as well as in the UK in connection with the preparation of her UK will, and the interaction of her domicile status with tax and succession issues.
Drafting wills and Agricultural and Business Property Relief
Acted for farming clients in connection with the preparation of complex wills. Advising on issues relating to partnership law, the availability of agricultural and business property relief on farming assets and the use of trusts to preserve the land for farming by future generations.
Tax mitigation strategies
Advising the executors and beneficiaries of a large estate in connection with post-death tax mitigation strategies and protecting assets from long term care fees.
Smart wills
Drafting bespoke wills to protect loved ones alongside appropriate tax planning which included the creation of life interest trusts.
Estate Administration
Working alongside executors to obtain Grant of Probate smoothly and expeditiously.
