Specialisms and expertise
- Inheritance tax, capital gains tax and estate planning for individuals and families
- Wills and trusts
- Probate
- Estate and trust administration
- Powers of attorney
Client stories & examples of work
- Estate and tax planning through Wills and various types of lifetime gift, including settlements and investment-based schemes
- Creation, modification and termination of family trusts
- Trust arrangements for life and pension policies
- Bespoke co-ownership agreements for residential property
- Will preparation and probate for foreign domiciliaries
- Cross border estate administration
- Advice on a broad range of trust and succession issues
Types of client
- Individuals with assets that need protecting and passing on within the family, including business owners and senior company executives
- Trustees and executors
- Beneficiaries of trusts and estates
Profile
Stuart joined the Private Client team in 1990 and became a partner in 2001. He was admitted to the Society of Trust and Estate Practitioners in 1995. He has been heading the Trust Management team since 2012.
The quality of the Private Client team has been recognised in Thomson Snell & Passmore’s recent ranking as a “Top 25 Law Firm” by Private Client Practitioner magazine. The team’s position as a leading player in the field of specialist Private Client advice in the South-East of England has been endorsed by the UK’s independent legal guides Chambers UK and Legal 500.
