My role

I’m a senior associate in the private legal services team, advising clients on wills, trusts, gifts and estate administration as well as Court of Protection. I work closely with colleagues in the family and clinical negligence teams, where appropriate.

My experience

After qualifying as a solicitor in 1980, I’ve always advised on wills, trusts, Powers of Attorney and Court of Protection matters. I speak regularly on these matters to other professionals and support groups for individuals. I also hold various committee roles with related professional bodies, including STEP and Solicitors for the Elderly.

My specialisms

  • Wills
  • Trusts
  • Inheritance tax and lifetime gifts
  • Powers of Attorney
  • Court of Protection
Probate court fees – a new death tax?
Probate court fees – a new death tax?

When a person dies, the Government not only levies inheritance tax based on the value of the deceased’s assets, but also a separate fee which is known as a “probate court fee”.

Removing a mentally incapable trustee
Removing a mentally incapable trustee

All individuals are presumed to have the mental capacity to make their own decisions unless proved otherwise. An assessment of capacity is matter specific, with reference to the Mental Capacity Act 2005.

Gifts to charities - free from tax?
Gifts to charities - free from tax?

The testatrix, Mrs. Coulter, was domiciled in Jersey and died there. Her estate, at the date of her death, included assets in the United Kingdom with a probate value of £1,818,000.

Estate Planning – Inheritance Tax and Gifts
Estate Planning – Inheritance Tax and Gifts

Inheritance Tax is primarily payable on death on the value of your assets at that time. You can reduce the liability by making lifetime gifts and then surviving seven years.

The main residence nil rate band for inheritance tax
The main residence nil rate band for inheritance tax

On 8th July HMRC issued a statement setting out some of the detail about this proposal. The Devil is certainly in the detail! Even now we will have to await the legislation before some details become completely clear.

Sign up to Newsroom

To receive invitations to our events, as well as information and articles on legal issues and sector developments that are of interest to you, please sign up to Newsroom.