Simon Mitchell

Simon Mitchell

Partner, Private Client

Specialisms & expertise

Tax Planning
Wills
Trusts
Administration of Estates
Powers of Attorney.

Client stories & examples of work

Advising on all aspects of Inheritance Tax and Capital Gains Tax including arrangements to minimise potential tax liabilities
Estate Planning, including the preparation of wills and advice relating to lifetime gifts
Business protection planning for entrepreneurs
Advising on the creation, administration and termination of trusts including tax implications
Dealing with the administration of complex estates including those with overseas assets and business/agricultural interests
Post-death tax planning including Deeds of Variation
Creation of Lasting Powers of Attorney.

Achievements & other appointments

Simon is a member of both the Society of Trust and Estate Practitioners and also Solicitors for the Elderly and is listed as a Citywealth Leader

Profile

Simon joined Thomson Snell & Passmore in 2018 from a prominent private client firm on the South Coast.

Simon Mitchell was helpful and very good at what he did. Excellent advice and work

I was given what I believe to be good and concise advice concerning the two areas I had requested. Simon was able to explain issues clearly which I could understand and therefore complete the necessary forms correctly.

Good support & advice