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  • Overview

    Our client's father-in-law died, leaving his estate to our client’s husband, who subsequently died. Our client was the beneficiary of both estates. Mark prepared a Deed of Variation relating to the estate of her father-in-law, the effect of which was to pass an investment property to our client’s adult children.  This will result in the rental income being taxed at the children’s lower rates, as well as reducing the Inheritance Tax on our client’s estate.

     

    Mark is providing ongoing advice on a ‘normal expenditure out of income’ exemption claim and had the support of our Tax Advice Department who finalised the tax affairs of our client’s husband and prepared our client’s own tax returns.

  • Related Services

    Wills, Trusts & Tax Planning

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

    Tax advice

    The tax system is increasingly complex but we can advise on most issues facing individuals.

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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 & .

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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