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Head of Wills Estate & Tax Planning

Simon Mitchell

Simon is a Partner in the firm and heads up the Wills, Estate & Tax Planning team. His specialisms and expertise are: tax planning, wills, trusts, administration of estates and Powers of Attorney.

Simon is a member of both the Society of Trust and Estate Practitioners and also the Association of Lifetime Lawyers.

Simon Mitchell

Specialisms & expertise

  • Advising on Inheritance Tax planning during lifetime and post-death arrangements
  • Advising on the preparation of wills, particularly for estate planning and asset protection purposes and also for succession planning for families and companies
  • Advising on the creation, administration and termination of trusts
  • Advising on the preparation of Lasting Powers of Attorney for property and finances as well as health and welfare, together with powers of attorney for business owners
  • Administering estates, including those with foreign elements and/or agricultural or business assets.

Types of client

Clients with complex and significant estates including business assets, agricultural assets, foreign assets, and family trust structures.

 

Achievements & other appointments

Simon is a full member of both the Society of Trust and Estate Practitioners (STEP) and The Association of Lifetime Lawyers, formerly known as Solicitors for the Elderly (SFE).

The Association of Lifetime Lawyers logo STEP logo Citywealth leaders button eprivateclient Top Law Firms 2023 Best Will Writing Firm 2024 - Winner award

Education

Simon read History at De Montfort University where he obtained an honours degree and completed his post graduate studies including the Legal Practice Course at the College of Law, Guildford.

Simon trained at a regional firm in East Sussex and qualified as a solicitor in 1998. Simon joined Thomson Snell & Passmore in 2018 and became the head of the Wills, Estate and Tax Planning team in 2022.

 

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