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Tunbridge Wells01892 510000 Thames Gateway01322 623700
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General Private Client General Commercial Construction Court of Protection Agriculture & Rural Affairs Commercial Property Employment Dispute Resolution Corporate & Commercial Charities & Not for Profit Food & Drink Education Transport & Logistics Family Business & Owner Managed Businesses

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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 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.

  • Related Services

    Wills, trusts & tax planning

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

    Wills & estate planning

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

    Wills, gifts & other applications

    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, such as applying to the Court for authority to replace a co-owner of a property who has lost capacity.

Mark Politz

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General Private Client General Commercial Construction Court of Protection Agriculture & Rural Affairs Commercial Property Employment Dispute Resolution Corporate & Commercial Charities & Not for Profit Food & Drink Education Transport & Logistics Family Business & Owner Managed Businesses

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Jargon Buster