PRACTICE AREAS
PRIVATE CLIENT
Will Drafting
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Assessment of clients' testamentary capacity in accordance with the 'Golden Rule' as set out in Banks v Goodfellow.
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Advising in relation to the disposal of assets on death, including clients with worldwide assets.
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Providing professionally drafted Wills tailored to meet each client's specific requirements.
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Considering and advising in relation to Inheritance Tax (IHT) liability and steps that could be taken in order to mitigate any IHT liability.
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Advising in relation to trusts in Wills, such as discretionary trusts, interest in possession trust/life interest trusts.
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Considering and advising in relation to clients' domicile for the purposes of IHT.
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Advising in relation to gifts to vulnerable beneficiaries.
Inheritance Tax
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Advising in relation to the availability of clients' Nil-Rate Band.
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Advising in relation to the availability of the Residence Nil-Rate Band.
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Advising in relation to the transfer of a spouse/civil partner's unused Nil-Rate Band following death.
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Advising in relation to IHT in respect of non-domiciled persons.
Estate Planning
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Advising in relation to tax-efficient estate planning.
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Advising in relation to the severance of a joint tenancy and the protections of a Declaration of Trust.
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Pension death benefits and life assurance beneficiary nominations.
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Drafting Wills in a tax-efficient way.
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Advising in relation to lifetime gifts and potentially exempt transfers (PETs).
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Charitable donations
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Tax-efficient trusts
Trusts
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Advising in relation to Trustees' duties and beneficiaries' equitable interests.
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Preparing and advising in relation to Declarations of Trust for life assurance policies.
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Preparing and advising in relation to Declarations of Trust in respect of property held by tenants in common.
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Preparing and advising in relation to the setting up and maintenance of lifetime trusts, such as discretionary trusts.
Powers of Attorney
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Preparing and advising donors in relation to Lasting Powers of Attorney for both Property & Financial Affairs and Health & Welfare and the attorneys' duties and powers in relation to the same.
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Advising attorneys in relation to their duties and powers in relation to LPAs.
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Preparing and advising in relation to General Powers of Attorney, their uses and restrictions.
Court of Protection
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Advising in relation to Statutory Wills and the procedure required to make a Statutory Will, preparing the Will, preparing the necessary papers and making the appropriate application to the CoP.
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Advising in relation to Deputyship Orders and the procedure required to make such an application, preparing the necessary papers and making the appropriate application to the CoP.
