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
Following an extension of the UK Trust Register, many trusts (both UK and offshore) will either need to register for the first time or provide additional information by 1 September 2022, or within a new 90-day deadline.
Read more 5 min read 01 Jul 2022 Charity Trustees: ethical investmentsPrivate Wealth Associate, Alice Julian reflects on a recent High Court decision confirming that charity trustees can pursue an investment policy which excludes profitable investments that conflict with their charitable purposes.
Read more 5 min read 01 Jul 2022 Tax residence and ‘exceptional circumstances’Private Wealth Senior Associate, Laura Cullinane, highlights how a recent case provides further guidance on what may constitute ‘exceptional circumstances’ for the purposes of the statutory residence test (SRT).
Read more 3 min read 24 Jun 2022 Boodle Hatfield shortlisted for four awards in the STEP Private Client AwardsWe are delighted to announce that we have been shortlisted for four categories in the STEP Private Client Awards.
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