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  • Overview

    The deceased was a successful musician and left a complicated estate in the UK and abroad.  Mark Politz advised the executors on various inheritance tax issues, including normal expenditure out of income and gifts to dependent relatives.  He also identified that HM Revenue & Customs had failed to take into account some complex rules on business property relief when calculating the inheritance tax due on the estate.  HMRC agreed with Mark’s analysis of the rules and reduced the tax bill by over £500,000.

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    Wills, Trusts & Tax Planning

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

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    Our Court of Protection team is one of the most experienced in the country in advising Deputies and Attorneys on formal applications for gifts, wills and property transactions.

    Wills & succession

    A will is an essential part of your personal financial planning.  

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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Mark Politz
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Jargon Buster