We work closely with private individuals and families – but no one client is the same. Clients come to us with their own particular issues to discuss and whilst many are at similar stages in their life, their personal circumstances always vary.

A significant proportion of our work is for clients we have advised over many years, are too numerous to detail and whose details are, in any event, confidential.

However, by way of a typical example please see brief summary below:

  • Estate Overseas: Administering an estate involving overseas property. Liaising with foreign lawyer. Business Property Relief claimed on company shares including advising on associated IHT/CGT issues.

  • HMRC & Tax Issues: Advising trustees on the administration of the trust and appointment of assets out to beneficiaries including the sale of a company and commercial land, dealing with claims made by “disgruntled” beneficiaries and liaising with HMRC on complicated tax issues.

  • Property & Assets Overseas: Acting for our client in contested financial remedy proceedings involving property overseas and foreign pensions and Manx companies held under trust.

  • Family Business: Estate administration of a large estate involving a business in voluntarily liquidation. Advising corporate lawyers on probate issues. The company has shareholders who are other family members under a trust and we worked on unravelling who was capable of signing company documents.

 


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