Esther Lee

Specialisms & expertise

• Probate
• Estate Administration
• Post death estate planning
• Agricultural and business property relief claims for inheritance tax purposes
• Wills and lifetime succession planning
• Lasting Power of Attorney

Client stories & examples of work

• Post death planning including deeds of variation, deeds of appointment and assignment of interest 
• Successfully claiming agricultural and business property reliefs for farming estates
• Co-ordinating and managing the administration of two related probates involving a landed estate and various connected trusts and advising on various tax implications for the strategy of the future of the estate and trusts
• Advising on the tax implications and preparing the necessary documents to divide estate assets between a number of beneficiaries
• Investigating the income and expenditure of a deceased client to substantiate the claim for relief from inheritance tax for lifetime gifts made from surplus income
• Undertaking estate administration for overseas beneficiaries/executors
• Successfully recovering inheritance tax in the UK where tax has been paid on assets held overseas
• Managing estates which include assets in foreign jurisdictions
• Advising on the distribution or retention of assets within an estate with a potential un-quantified liability
• Advising on Wills and connected lifetime estate planning, particularly in relation to gifts made during lifetime

Types of client

Esther advises and helps a range of clients, including farmers, elderly and bereaved spouses and busy professional and business people
Achievements & other appointments
Esther is a member of the Society of Trust and Estate Practitioners

Profile

Esther qualified as a solicitor in 2001.  Since then she has worked for highly regarded firms in London and the South East.  Esther joined us in 2017 from a prominent private client law firm in London.