Case Studies

Private Client

Advice regarding contribution to house purchase

Advising our client on the options for structuring a significant contribution to her daughter’s house purchase without disadvantaging the other beneficiaries of her estate.

Private Client

No inheritance tax payable on gift

Advising and presenting a case to HMRC that our client actually acquired an interest many years ago in property gifted by father within seven years of death.

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Private Client

Achieving fairness for a farming family

Estate planning for a farming family involving agricultural and business assets, with the aim to achieve fairness between their two children, where only one is involved with the farm.

Private Client

Gift and leaseback of main residence

We provided tax and structuring advice and drafted associated documentation for a gift and leaseback of our client’s main residence to a settlement for her grandchildren.

Implementation of Covid-19 response

Mitigating risk and saving costs.

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Mock UKVI compliance audit

Across 30 colleges and departments.

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Supported tech start up

Implemented compliance policies during a period of rapid expansion.

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Independent Charity Client

Advising an independent dog rescue and rehoming charity

We have assisted our charity client on a range of agreements including the key documents for use between the charity and the individuals who use its services and agreements for the provision of grants.

Supporting a client providing computer software and services to the financial services industry

Advising our client on a range of framework agreements, terms & conditions and supply of services agreements between our client and its customers for the provision of IT consultancy services, particularly to the banking and financial sector.

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Leading personal care contract manufacturer

Advice on supply of goods, distribution and manufacturing agreements between our client and its customers which include leading high street names and brands.

Intestate estate administration

Obtaining letters of administration and administering a taxable estate under the intestacy rules. Advising surviving spouse on inheritance tax implications immediately and on his own death.

Cross-border estate administration

Administering a multi-million pound cross-border estate, involving cash assets and property, and claiming gifts out of income in respect of numerous lifetime gifts.

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Property Guardianship

Advice regarding contribution to house purchase

No inheritance tax payable on gift

Achieving fairness for a farming family

Gift and leaseback of main residence

Implementation of Covid-19 response

Mock UKVI compliance audit

Supported tech start up

Advising an independent dog rescue and rehoming charity

Supporting a client providing computer software and services to the financial services industry

Leading personal care contract manufacturer

Intestate estate administration

Cross-border estate administration