Jenny Bird Senior Associate

Senior Associate
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Jenny advises individuals, families, executors and trustees primarily based in the UK on a wide variety of UK tax, trust, succession and estate planning issues.

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, administering estates, drafting wills and providing tax advice. She is part of our probate team and since qualifying as an associate in 2010, she has been involved with the administration of complex and high-value estates, including estates with cross-border elements and estates where offers in lieu of inheritance tax have been made.

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.

Qualified in England and Wales, 2010.

Expertise

Recent work

International estate administration

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.

Inheritance tax advice

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.

International estate administration

Co-ordinating the administration of the multi-jurisdictional estate of an ultra-high-net-worth individual involving aspects of Shari’a law.

Estate administration

Preparing inheritance tax accounts for executors containing claims for Business Property Relief and Agricultural Property Relief and performing complex calculations to apportion the reliefs.

International estate administration

Drafting an affidavit of English succession law to be used to assist with the administration of the deceased’s assets located in Israel.

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In depth

Forced heirship forced into England and Wales (in Del Curto v Del Curto)?

Damiano Sogaro, Jenny Bird , Edward Reed 20 Oct 2023
English lawyers can often be heard confidently asserting that forced heirship is unknown in their jurisdiction; the idea that the law obliges an individual to give a certain...
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