Areas of Practice
Track Record
Administration of an estate containing valuable heritage property and involving a significant claim for conditional exemption from inheritance tax. Negotiations with HM Revenue & Customs
The administration of estates involving assets attracting both agricultural property relief and business property relief and strategic advice on the application of those reliefs together with subsequent negotiations with HM Revenue & Customs
Administration of estates where the deceased was non-UK domiciled and, in particular, where the deceased was domiciled in one of the Gulf States. Advising on: the assets within the UK IHT calculation, potential application of the succession law of the country of domicile to the UK assets, eligibility of family members to apply for a UK Grant
Administration of estates containing assets in Europe, the Far East, United States of America and Australia and obtaining the documentation required in each country to enable liquidation and/or transfer of those assets
Negotiations with HM Revenue & Customs in an estate with considerable overseas assets but no access to funds to pay the initial inheritance tax liability. Obtaining a “Grant on credit”
Memberships
Society of Trust and Estate Practitioners (STEP)
Education & Qualification
University of Manchester
Qualified as a solicitor in 1998
STEP Advanced Certificate in International Succession and Probate
Recommended by Sally
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Read more 2 min read 04 Oct 2021 Where there’s a will and a couple of marriages, things get complicatedPrivate Wealth Dispute Partner, Mark Lindley comments on the importance of legal guidance in The Sunday Times as ‘blended families’ are on the rise, so are inheritance rows and while the stereotype may be archaic, valid complications remain.
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Read more 2 min read 24 Sep 2021 Boodle Hatfield wins prestigious STEP Private Client Award 2021We are delighted to announce that Boodle Hatfield has been awarded Private Client Legal Team of the Year (midsize firm) at the annual Society of Trust and Estate Practitioners (STEP) Awards 2021.
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