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  • Overview

    After difficult negotiations with HM Revenue & Customs, the value of the company shareholding was agreed for Inheritance Tax purposes.  A purchaser subsequently came forward with a significantly higher offer, which would have resulted in a substantial capital gains tax bill for the estate.  Mark Politz considered the options and advised the executors to transfer the beneficial ownership of the Deceased’s shares to the beneficiaries before the sale, so that the gains would be made by them, rather than by the estate.  The result was a capital gains tax saving of at least £250,000.  Some of the beneficiaries were non-UK resident and therefore not liable to UK capital gains tax on the shares.  For the UK-resident beneficiaries, the capital gains tax was less than the amount that would have been payable on a sale by the estate.

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

    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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Jargon Buster