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  • Overview

    Simon provided a full range of estate planning advice on the existing trusts, advised the couple to create a new trust (and the subsequent preparation of the trust) and advised on relevant planning and development issues. He was also able to advise on lifetime gifts made by the couple and loan waivers, in order for them to decrease the size of their estates and allow their families to benefit from their wealth. Simon worked with the couple’s accountant in providing the estate planning advice.

    Simon prepared new Wills for the couple in light of their current situation and undertook substantial generational planning to allow the couple to begin transferring a portion of their wealth to their Son and his Wife.

    Thomson, Snell and Passmore has substantial experience in the farming sector and undertaking generational planning for families.

  • 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