1 Scott Place 2 Hardman Street Manchester M3 3AA View office Tel: +44 (0)333 320 2220 Fax: +44 (0)333 320 4440 DX: 14313 Manchester

My Expertise

I am experienced in advising charities on various aspects of charity law having assisted both family charitable trusts and national charities.

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My particular strengths include:

  • Advising in relation to inheritance tax planning with particular reference to nil rate band discretionary trusts and transferable nil rate bands.
  • Dealing with the administration of complex estates (estate administration), including under intestacy, with non-typical assets such as foreign property, private company shares and business property relieved assets.
  • Advising private families in relation to the creation and running of family charitable trusts.
  • Providing advice in relation to the winding up or variation of trust structures in relation to changes in the tax regime for discretionary and life interest trusts.
  • Advising in relation to the variation of wills after the deceased’s death as to the use of deeds of variation and deeds of appointment.