Dispute between siblings regarding worldwide estate of property-owing father
“Being cut out of a parent’s Will”
Taking advantage of the double tax treaty
Chris advised a film director in a cross-border matter, which is valued at £6 million.
Efficient Estate Planning
Nicola advised two clients, following the sale of their business, in relation to efficiently planning their estates, in a matter valued at £25 million.
A trust combining tax saving with control
Stuart’s client inherited his wife’s share of some farmland, which had huge developmental potential.
Protecting the Family
Sarah advised a client with a complex family structure, in a matter valued at £1.5 million.
Cross-border estate planning
Clare provided estate planning advice and prepared new Wills for clients, in a matter valued at £12 million.
Dividing a family trust
Siblings whose families benefitted from a trust wanted to take it in different directions. We provided a thorough review and analysis of the available options which enabled to beneficiaries to agree a fair and tax efficient split.
The complete package
Ultra high net worth clients have complicated affairs. We are able to provide peace of mind through a complete advice service.
Peace of mind when entering a second marriage
A long-term client has recently entered into a second marriage and they wanted the interests of all the client’s children protected in a tax efficient way.
Tax reduction on a substantial inheritance
During the administration of an estate, which included shares in a property investment company, our advice resulted in a capital gains tax saving of over £250,000 for the beneficiaries.
Estate planning review following re-marriage
We advised a wealthy client on changes to his Will that could save several million pounds in inheritance tax.
Capital gains tax saving for beneficiaries
Following a significant increase in the value of a property during the administration of an estate, we were able to achieve a substantial capital gains tax saving.
Tax planning disaster averted
Our clients were faced with a potential inheritance tax liability of over £1.2million but, following our intervention, HMRC accepted that no inheritance tax was due.
International musical estate
We advised the executors of a complex estate containing assets worth over £25million and we were able to reduce the inheritance tax bill by over £500,000.
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.
