Amy Karlsen

Amy qualified as a Solicitor in 2017.

Jurisdiction: England & Wales

• Submitting a successful gifts from normal expenditure out of income claim in order to significantly reduce an estate’s inheritance tax liability.
• Varying an intestate estate to honour the deceased’s wishes after they passed away before their statutory will application was approved by the Court.
• Preparing and submitting double taxation relief claims to HMRC to claim a refund of IHT where the deceased held assets in other jurisdictions.
• Advising executors on UK estate administration and obtaining a UK Grant of Probate when the deceased was domiciled outside the UK, including Hungary, South Africa, Greece and the US.
• Administration of the estate of a deceased person whose estate was to be divided equally between thirty charitable residuary beneficiaries. 
• Advising on the inheritance tax liability where the deceased held multiple joint assets with another person who was not a beneficiary of the estate. 
• Preparation and submission of an inheritance tax account for a deceased person who was domiciled outside of the UK, but owned property in the UK.