case studies: private client

Tax-free transfer of estate

By capitalising on an inter-spousal transfer exemption, we were able to prepare a will for a client, allowing him to transfer almost the entirety of his substantial estate to his children tax free.

Maladministration of trust

We advised a client who had immigrated to the UK on the implications of offshore trust arrangements made by his family many years previously. After consideration of provisions of the trust document, and in co-operation with the offshore trust lawyers, we gave our opinion to the client both as to the trust’s maladministration and his options for obtaining redress.

Inheritance tax limitation

We advised a client of UK expatriate origin to transfer his property into an offshore company shortly before his death, thus avoiding a substantial inheritance tax charge. Upon the client’s death we successfully claimed foreign domicile, despite concerted attacks by the Inland Revenue upon both the advice and the property transfer.

Double taxation on estate - UK and Germany

We handled the administration of the estate of an elderly lady of German origin, resident in the UK for some 60 years, who faced double taxation claims resulting from the restitution to her of property in Germany. Working closely with German lawyers and valuers, the team was able to obtain all available exemptions for the estate and a highly beneficial valuation for tax purposes in both jurisdictions.

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