James is a Senior Associate and he qualified as a solicitor in 2008, working at Humphries Kirk before joining Trethowans in 2015.
James undertakes all aspects of private client work including estate administration, setting up trusts, trust administration, inheritance and capital gains tax planning, the preparation of wills, powers of attorney and Court of Protection applications.
James enjoys all aspects of private client work as he gets to know the clients and in some instances help them through a very difficult time in their life.
James has been recognised as a key contact by Legal 500 (2017)
Examples of how James has helped clients:
- James has assisted in varying a Will for a client who has inherited but was going to pass it on to his children by way of gift. The client did not know he could vary the deceased's Will, potentially saving him Inheritance tax in the future. James had a very limited time in which to achieve this.
- James has assisted in amending a personal application to HMRC where the client had submitted the information incorrectly on an IHT return, which resulted in a significant sum of inheritence tax being paid back to the estate.
- James has successfully obtained Personal Welfare deputy appointments
- James has assisted in creating trusts in Wills to ring fence the estate where there has been a second marriage so the respective children from each side of the family will get their parents share of the assets in the future.
Away from the office...
James likes to travel in his spare time. He has travelled to a number of countries such as Colombia, Vietnam and Bali to name a few. He loves to learn about different cultures and their history.
James likes to participate in most sports and will give everything a go atleast once!! He has recently taken up Crossfit at the gym and is slowly improving. James also swims competitively with his local Master club.