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  • Overview

    Following the death of a Husband and Wife, Simon was instructed by the family to advise on their estates, which left Will trusts, and other estate trusts. The estate had a value of around £3.5 - £4 million. 

    Simon dealt with the continuing administration of the estate, including agreeing the tax position with HMRC. Simon was able to advise on the availability of agricultural relief which resulted in no tax being payable on the estates. 

    Simon considered the actions required relating to the Will Trusts left by the deceased Husband and Wife. He dealt with trust matters such as distributions to avoid exit charges and dealing with the family business and the debts due to it from the estate. Simon acted as a point of contact for the family and provided detailed advice relating to the future of the Estate and ongoing trusts.

    Simon drew on assistance from Sue Lister in our Commercial Property team and worked with a rural consultancy expert, the land agents and family accountants. 

    Thomson, Snell and Passmore has a wealth of experience dealing with complicated family trusts and is able to provide advice on options available for clients. 

  • Related Services

    Wills, trusts & tax planning

    Our specialist lawyers provide high quality, intelligent advice that is comprehensive, considered and clear.

    Estate planning advice

    Careful planning can reduce your estate's tax bill considerably. As specialists in succession and related tax planning, we can offer practical and effective advice on a wide variety of issues.

Newsletter sign up

I would like to receive newsletters, event invitations and publications from Thomson Snell & Passmore by email on the following topics (tick all those that apply) and consent for my data to be processed for this purpose.

We respect your privacy and want news to be relevant. To either, click here or update your preferences by emailing us at info@ts-p.co.uk. Your personal data shall be treated in accordance with our & .

Get In Touch

By submitting an enquiry through 'get in touch' your data will only be used to contact you regarding your enquiry. If you would like to receive newsletters from Thomson Snell & Passmore please use the separate form below.

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Jargon Buster