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  • Overview

    Nicola advised two clients, following the sale of their business, in relation to efficiently planning their estates, in a matter valued at £25 million.

    Nicola provided assistance in relation to preparing tax efficient wills, lasting powers of attorney, transferring assets and purchasing property to preserve wealth for the next generation of the family, in light of their impending marriages. 

    Working alongside a wealth management firm, Nicola helped in facilitating the restructuring of an existing property investment company, to provide growth shares for the children, whilst also ensuring the parents remained in control.

    Nicola is continuing to assist the clients, by providing advice on matters of compliance in relation to a family charitable trust.

  • Related Services

    Wills, Trusts & Tax Planning

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

    Full estate administration

    Getting a lawyer to take on responsibility of the entire process of estate administration is less stressful and less time-consuming.  

    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.

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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General Private Client UpdatesGeneral Commercial UpdatesConstruction UpdatesCourt of Protection UpdatesAgriculture & Rural Affairs UpdatesCommercial Property UpdatesEmployment UpdatesDispute Resolution UpdatesCorporate & Commercial UpdatesCharities & Not for Profit UpdatesFood & Drink UpdatesEducation UpdatesTransport & Logistics UpdatesFamily Business & Owner Managed Businesses Updates

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Jargon Buster