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.
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.
