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 qualified as a solicitor in 1998 as Solicitor and 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
Simon Mitchell provided all the information we required on a timely and efficient manner. It was a pleasure to work with him althought personal contact was missing due to Covid
Client
Provided all the information we required, answered all of our queries and went into a lot of detail to give us a complete understanding of the subject matter
Client
I would have absolutely no hesitation in recommending Simon to any of my friends.
Client
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