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Lisa advises on a wide range of private wealth issues, including:
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Administering estates, with particular emphasis on those of high value and those with more complex elements.
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Reducing the taxable value of a deceased estate by claiming relevant exemptions and reliefs including business property relief, agricultural property relief and gifts from normal expenditure out of income.
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Drafting Deeds of Variation to include charitable gifts thereby reducing the inheritance tax rate payable on the estate from 40% to 36%.
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Administering estates with assets located in the UK and other jurisdictions, including Ireland, Spain and the USA.
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Administering trusts including the preparation of the annual tax return and HMRC’s Trust Registration Service Online.
Lisa is a full member of the Society of Trust & Estate Practitioners (TEP)
Jurisdiction: England and Wales
Experience
Estate Administration
Submitting a successful gifts from normal expenditure out of income claim in order to reduce the inheritance tax due from £302,166 to £0.00.
Trust Administration
Winding up a trust on the death of the income beneficiary, including all tax reporting and instructing a tracing agent to locate the missing beneficiaries entitled to the trust funds.
Dealing with the 10 year inheritance tax reporting for a discretionary trust including reviewing the accumulated income in order to reduce the inheritance tax payable.
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