9
Matters shown
7
Practice areas
London
Office
3 Generations
TBDWills & Succession Planning
Succession plan for a family farm passing across three generations.
Wills and a family partnership agreement were coordinated so the farm could pass to the next generation while providing fairly for children not involved in the business.
Mirror Wills
TBDWills & Succession Planning
Life-interest wills protecting children from both partners' earlier relationships.
A life-interest trust let the surviving partner stay in the family home while securing each partner's share for their own children.
3 Countries
TBDProbate & Estate Administration
Estate administered with property in England, Spain and Scotland.
Local advisers in each country were coordinated so the English grant, the Scottish confirmation and the Spanish formalities progressed in parallel.
10 Months
TBDProbate & Estate Administration
Estate with a property sale fully administered and distributed within ten months.
Early valuation and marketing of the property meant the sale completed shortly after the grant was issued, keeping the overall timetable short.
Restructured
TBDTrusts & Trustee Services
Discretionary trust updated to reflect a family's changed circumstances.
New trustees were appointed, the letter of wishes was refreshed and the trust's registration was brought up to date with HMRC.
£220K
TBDInheritance Tax Planning
Forecast inheritance tax reduced through gifting and relief planning.
A gifting programme from surplus income, together with business property relief on qualifying shares, reduced the projected inheritance tax bill.
Both LPAs
TBDLasting Powers of Attorney
Financial and health LPAs prepared and registered for a couple ahead of surgery.
Both lasting powers of attorney were signed in the correct order and submitted for registration with the Office of the Public Guardian.
4 Months
TBDCourt of Protection & Deputyships
Property and affairs deputyship obtained for a parent with dementia.
A complete application with clear capacity evidence avoided requests for further information, allowing the family to pay care home fees.
Settled
TBDContentious Probate & Trust Disputes
Inheritance Act 1975 claim settled at mediation without a trial.
A one-day mediation produced a settlement that provided for the claimant and preserved the relationship between the siblings involved.