Areas of Practice
Track Record
Advising family business clients on wills and wider estate planning, taking into account their complex asset base. This included advice on the devolution of shares subject to permitted transfer provisions in the company’s articles of association and drafting trusts to fall within those parameters.
Lifetime planning in respect of the devolution of shares in family businesses, including advice on Inheritance Tax, Business Property Relief (and clawback provisions), and Capital Gains Tax.
Advising clients on creating bare trusts as a mechanism for gifting cash to grandchildren to fund school fees. Advice on gifting using nil rate band trusts to defer a Capital Gains Tax Charge and to utilise the beneficiaries’ annual exemptions.
Advice to a wealthy family in relation to lifetime tax planning for land with potential for development which qualified for Agricultural Property Relief and Business Property relief to “bank” the relief.
Assessing capacity in an elderly client and preparing a deathbed will on short notice
Advising on an individual’s domicile status after the loss of capacity and advising on the UK tax implications in relation to a large offshore trust structure
Advising on lasting powers of attorney for a donor with complex capacity issues
Advising the Trustees of a disabled person’s trust
Advising on several applications to Court under the Variation of Trusts Act 1958
Undertaking a strategic review of existing family settlements and suggesting proposals for restructuring
Providing ongoing advice to large landed estates, including advice on business, agricultural, and heritage property
Advising Executors on the administration of a complex estate with a broad range of assets and liaising with HMRC in respect of lifetime Inheritance Tax planning undertaken by the deceased
Advising the Trustees of a large and complex trust in respect of 10 year anniversary and exit charges and working with accountants in respect of the tax calculations and filings.
Advising Trustees of a large offshore structure on the UK tax position in respect of UK resident beneficiaries and UK situs assets
Providing trust and tax advice to our family team in relation to the provisions of a divorce settlement and drafting Wills to ensure compliance with the terms of a Court Order.
Advising on setting up a new UK charity and registration at the Charities Commission
Advising a client on the donation of her body to medical research and organising the appropriate paperwork.
Awards & Rankings
EprivateClient Top 35 Under 35, 2017
Memberships
Society of Trusts and Estates Practitioners (STEP)
Education & Qualification
University of Warwick
Qualified as a solicitor in 2011
Recommended by Anna
In a recent article in the Tax Journal, Private Wealth Partner, Sue Laing highlights some key takeaways from the recent tax updates.
Read more 3 min read 26 Mar 2021 Family Business: The third pillar of the UK economyThe Family Business report looks in greater depth at Britain’s Top 100 family businesses, looking at who they are, and how they are built. We reflect on how Britain can ensure these entities remain strong contributors to economic growth as we look ahead, following the effects of the Covid-19 pandemic.
Read more 3 min read 23 Mar 2021 IHT regime is outdated and in serious need of an overhaulPrivate Wealth Partner, Kyra Motley appears on the FTAdviser In Focus podcast alongside Edward Grant, Director at St James’s Place and Nick Bird, Business Development Manager for Octopus Investment to discuss how inheritance tax (IHT) planning is in desperate need of an overhaul.
Read more 6 min read 08 Mar 2021 International Women’s Day 2021Boodle Hatfield is delighted to celebrate International Women’s Day. As a firm, we are fully committed to maintaining a working environment in which all people can excel and have a philosophy of an inclusive and supportive culture to enable this.
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