Estate planning advice

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.

Administration of estates

This case study demonstrates the expertise of our Probate team and provides a useful reminder to us all to ensure that we have a Will in place, and that it is reviewed and updated regularly.

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.

The Residence Nil Rate Band

The Residence Nil Rate Band (RNRB) has now been in force for a year and applies to estates where the deceased died on or after 6 April 2017. Where the deceased owned or, in some cases, had an interest in, a residence the RNRB makes available an additional tax free amount if the residence is inherited by someone closely related to the deceased.

Law Commission’s consultation on the law of wills

Thomson Snell & Passmore has responded to the Law Commission’s consultation on the law of wills.

Giving away shares in the family company

Giving away shares in the family company

FAQ: Family

Pension changes: the options available to your estate and passing on benefits

The pension landscape has changed dramatically following the changes to the rules on 6 April 2015. An element of freedom, a word not often associated with pension arrangements, has been granted by these changes. Pension owners now have real options as to how their pension benefits should be passed on following their death.

It’s not rocket science - get a will and keep it updated

Solicitor, Stuart Price from our Private Client department speaks to Wealth Briefing about the preparation and challenges to a will. He also discusses some factors that should be taken into account before drafting a will.

Reforms to the taxation of non-domiciles: The extention of deemed-domicile status

This article will focus on the position of the resident “non-dom” and the extension of deemed-domicile status but we will first take a look at what these terms mean and the current position. 

Planning carefully will protect your lump sum

Thomson Snell & Passmore give MexxaMixx's company directors advice on what they should do with their lump sums from a tax and estate planning perspective after they agreee to sell the entire issued share capital of MexxaMixx to a mjor competitor.

Top 25 Private Client Law Firm

We are pleased to announce that we have again been awarded the accolade of eprivateclient’s Top 25 Private Client Law Firms for 2015.

Best Lawyer award

We are delighted that Partners Simon Brown and Gilbert Green have been selected by their peers for inclusion in the forth edition of Best Lawyers in the United Kingdom ®.

Declarations of Trust

Estate planning tips for business owners

LPA - a summary

Will and estate planning services