Instructed by the claimant
Instructed by the claimant, being one of two sisters in respect of their late father’s estate who had realised that her sister, the defendant, had plundered their father’s modest estate.
Independent administration
After the death of their parents, four siblings found themselves unable to agree on how to progress their parents’ estate.
Second marriages and blended families - securing the deceased’s wishes
A well drafted will helps to ensure your wishes are respected after death and minimise conflict at a difficult time.
Advising on disputed, multi-jurisdictional probate
Helping families navigate complex estates and disputes by disappointed beneficiaries.
A potential IHT saving of £270,000
The importance of obtaining specialist advice when dealing with shares held in trust
Mark advised the trustees of a discretionary trust on various issues relating to a legacy of shares in a family trading company. The deceased’s Will left shares worth around £15 million to the trust.
Saving £2.5 million inheritance tax on business interests
Esther acts for the executors of the deceased who owned and ran two businesses as a sole trader, two businesses in partnership and had shareholdings in four limited companies. The deceased’s estate is valued at approximately £7 million.
Saving inheritance tax and maximising reliefs
Assets in the first to die’s estate, comprised of property and land held within a farming partnership. There were some inconsistencies between the partnership agreement, the property ownership and the will. There were also two children and it was important to balance the needs of the farming and the non-farming child.
Obtaining Inheritance Tax Reliefs in a hybrid farming business
The client (P) died owning a farm on which a mixture of business activities were being carried out.
Claiming Agricultural and Business Reliefs saves huge Inheritance Tax bill
The client (K) died owning a 75% share of some farmland extending to around 230 acres which was used for agricultural purposes.
Inheritance Tax for non-UK domiciled deceased
We have recently advised on an estate of a non-UK domiciled client where the deceased was domiciled in Poland and left assets in both Poland and England.
Proving a foreign Will
Frequently a foreign Will is prepared with the intention of covering worldwide assets and foreign wills can be recognised in England. The facts are case specific and this can quickly become a complicated area of law on which you should seek legal advice.
A complex intestacy
Dying without a valid will can cause confusion and more upset to loved ones who are left to administer your estate.
Family appoints independent administrator to settle estate
After the death of their parents, four siblings found themselves unable to agree on how to progress their parents’ estate.
Family Saves over £100,000 in Inheritance Tax through National Heritage Scheme
Following the death of their father, a family faced a large inheritance tax bill and the prospect of having to sell the family home to settle it. They also did not know what to do with their parents’ personal belongings, such as their artwork, furniture and jewellery.
What to do if there is no will or no known relatives
We often advise how an estate will be administrated where the deceased has not left a will and there are no known relatives. Here we explain how we supported a family in a similar scenario.
Warring siblings
One child of three children was appointed by their late father under their will to act as executor and obtained a grant of representation to deal with the estate.
Dealing with a lost or missing will
In order to obtain a grant of probate, the deceased’s original will must be lodged at the Probate Registry alongside the probate application. There are occasions when the original will is not available which adds an additional layer of complexity.
Property and tax issues if you die without a will
Mr X died in 2016. At his death, he and his wife owned a number of properties (both residential and commercial), some of which were in his sole name and others of which were in joint names. Mr and Mrs X had an son and one of the properties was co-owned by Mr X and the son. Mr X also owned a number of other bank accounts and investments as well. The total value of his estate was around £4 million.
Inheritance Tax and the pension transfer window
When a member has passed away, trustees and pension scheme administrators can usually exercise discretion over the distribution of death benefits due from a pension scheme. More often than not when a trustee has exercised this discretion, the benefits fall outside of the estate for Inheritance Tax (IHT) purposes.
Multiple Death Intestacy
An entire family, including children died in a tragic accident. None of the family had a Will and we were asked to obtain Grants of Letters of Administration.
Probate sale of complex farming estate and farming business
TSP’s multi-disciplinary team were able to provide a seamless, expert and sensitive service to a farming family with a farming company and a mixture of residential and agricultural property.
Business Relief – surplus cash in business
This case study illustrates that it is possible to rebut an argument from HMRC that large cash reserves held in a business should not benefit from Business Relief (BR).
Polish domicile with UK assets
We acted for the widower of a young Polish woman who had been working in England for the last few years of her life. It was thought that she had retained her domicile of origin in Poland and the couple had very much left open the possibility of returning to Poland in the future.
Inheritance tax avoidance
This case study demonstrates the expertise of our Wills, Trusts & Tax Planning team who have recently advised a client on deeds of variation, inheritance tax and discretionary trusts.
Farming estates & inheritance tax
This case study demonstrates the expertise of our Wills, Trusts & Tax Planning team who have recently settled a farming case, saving a potential IHT liability of over £500,000.
