Amy has experience in dealing with all type of estates, including complex high value estates, inheritance taxable estates, estates with multiple beneficiaries, estates with foreign assets and those with both charitable and non- charitable beneficiaries.
She has recently started taking on some estates with an agricultural element.
Amy deals with the preparation and registration of Lasting Powers of Attorney on a regular basis. Amy can offer advice and assistance regarding the proper use of Lasting Powers of Attorneys by appointed attorneys.
Amy also has a lot of experience in the preparation and registration of Lasting Powers of Attorneys whereby professionals such as solicitors or accountants are appointed as the attorney, when there are no family members or friends able to take on the role of attorney.
Amy also has experience in the registration of the old-style Enduring Powers of Attorney, in the event that the donor has lost mental capacity.
Amy has experience in preparing General Powers of Attorney particularly for use by those in the armed forces living abroad who may need to appoint someone in the UK to manage their financial affairs on a temporary basis.
Amy has experience in the preparation of all types of Wills including the more complex Trust Wills such as Life Interest Trust Wills for clients who may have married for a second time in later life and wish to protect a share of their estate for their children from their first marriage, and Discretionary Trust Wills for clients who may want to exercise some control over their estate after their death.
She can offer advice on lifetime tax planning as well as tax planning in the context of estate administration post-death.
Notable Private Client cases
- Estate Administration
Involving the estate of a deceased individual who died without a Will and had numerous assets in the United States of America as well as land and property in the UK. As there was no Will, the beneficiaries of the estate were unknown and had to be traced as well as the value of the assets in USA having to be ascertained and then released in compliance with USA probate requirements.
- High Net Worth Estate Administration
Finalising a large multimillion pound estate with multiple assets as well as a large number of beneficiaries, both charitable and non-charitable. The estate had an inheritance tax liability with a complicated split between the tax-exempt charitable beneficiaries and the non-exempt non-charitable beneficiaries.