- Powers of Attorney
- Tax Planning
Jonathan is a highly experienced and extremely able Probate Practitioner, with 35 years experience in the administration of thousands of Estates, and many more Wills.
He has considerable experience resolving issues around Intestacies, partially administered estates and De Bonis Non applications.
His current caseload is exclusively Probates and Estate Administration.
Acting for the Executors of a complicated multi-million pound Estate with multiple assets including a large number of freehold and leasehold properties.
The deceased executed a homemade Will which contained a number of serious drafting errors which resulted in a Construction Hearing in order to determine the true meaning of the Will.
Due to a lack of efficient lifetime tax planning, the Estate had a substantial Inheritance Tax liability with a complicated split of tax between the exempt and non-exempt beneficiaries.
This Estate required the skills of many different teams within the firm in order to realise the best result for the beneficiaries.