My role

My role involves providing advice to individual clients around inheritance tax and capital gains tax planning; estate planning and wealth protection; trust advice, creation and administration; wills; and probate and estate administration.

I particularly enjoy helping clients with unusual inheritance or capital gains tax problems and specialise in the use of trust and corporate structures and complex wills.

My experience

My experience spans more than 10 years and has involved providing and specialist and bespoke service to client planning their affairs, both with a view to mitigating their exposure to capital taxes and to protecting wealth for their families or other beneficiaries for generations. I’ve worked with a variety of clients, whether wealthy families, entrepreneurs, business owners, clients with overseas interests, legal, medical and sports professionals.

My specialisms

  • Inheritance and capital gains tax planning
  • Estate planning and wealth protection
  • Trust advice, creation and administration
  • Wills, probate estate administration
A last minute IHT planning idea

Effective inheritance tax planning generally revolves around gifting or appropriate investment. Typically a sophisticated client will require a combination of the two.

Family Investment Companies – are they right for you?
Family Investment Companies – are they right for you?

It is not hard to see why. The relevant property regime for trust taxation is seen as restrictive. It limits what can be settled on trust without attracting an inheritance tax charge, and can apply further inheritance tax charges - which may seem unfair and almost arbitrary to the public at large.

Panama and the Problem of Perception
Panama and the Problem of Perception

This has come to light through paperwork (the so-called “Panama Papers”) obtained from the offices of Panamanian law firm Mossack Fonseca the fourth biggest provider of offshore company and structure formation in the world, with branches and affiliate organisations in 42 countries.

Ilott v Mitson – What does it mean for Charity legatees?

Covered initially in our article of 29 July. [media id=540] In the case at hand, Mrs Jackson had chosen to leave her estate between a number of charities, including the Blue Cross, the Royal Society for the Protection of Birds and the Royal Society for the Prevention of Cruelty to Animals.

The Blame Game
The Blame Game

In brief, Mrs Jackson and her only child, Mrs Ilott, had been estranged since Mrs Ilott moved out of their home in 1978, aged 17. Mrs Jackson had raised Mrs Ilott alone, since Mr Jackson had died three months before Mrs Ilott’s birth.

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