Tax issues on stake sales and investment into managers: structuring, pitfalls and steps to take now
About
Jenny advises individuals, families, executors and trustees on a wide variety of UK tax, trust, succession and estate planning issues, with particular experience in handling complex international estates.
Jenny has broad experience in many aspects of the law that individuals encounter on a day-to-day basis including advising on and setting up trusts and other structures, administering estates, drafting wills and providing tax advice.
Jenny's work often involves an international element, including offering succession and tax planning advice to clients with links in different jurisdictions or advising organisations or families on appropriate structures to hold their assets. In doing so, she is comfortable coordinating advice from lawyers in different jurisdictions.
On the probate side, Jenny has been involved with the administration of complex and high-value estates, and has particular expertise in administering estates with cross-border elements. She has also helped executors make offers in lieu of inheritance tax.
Jenny qualified as a Notary Public in August 2015 and is able to provide notarial services to individuals and companies.
Jenny is a member of STEP (Society of Trust and Estate Practitioners) and the Notaries Society.
Experience
- Preparing a detailed analysis of the succession law applicable to assets located in the UK, Belgium, Switzerland, Singapore and the BVI on the death of an individual whose domicile and habitual residence at the date of death were contested.
- Coordinating the administration of the multi-jurisdictional estate of an ultra-high-net-worth individual involving aspects of Shari’a law.
- Advising on the most appropriate structure to hold a charitable endowment from a Middle Eastern organisation and coordinating the advice from international lawyers.
- Preparing an inheritance tax account for the trustees of an excluded property trust on the death of the life tenant including drafting a domicile statement and agreeing the inheritance tax position with HMRC.
- Advising on the succession planning of a high-net-worth individual based in Switzerland including asset preservation advice, preparing a will and arranging life insurance.
- Preparing inheritance tax accounts for executors containing claims for Business Property Relief and Agricultural Property Relief and performing complex calculations to apportion the reliefs.
- Drafting an affidavit of English succession law to be used to assist with the administration of the deceased’s assets located in Mauritius.