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Advising an elderly client who co-owned a farm in Dorset with a discretionary trust. The farm was tenanted under an Agricultural Holdings Act tenancy to a cousin. We advised the family on the granting of a sub tenancy and the subsequent merger with the...
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Advising the family of a frail and elderly person on achieving full Primary Care Trust nursing home funding. Having successfully achieved this then making an application to the Court of Protection for almost all of the income being generated on the £2...
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Advising a family who owned a working farm with a number of cottages in Wiltshire on the availability of Agricultural Property Relief and Business Property Relief on the assets. This included restructuring the farming partnership to bring into the business...
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Advising a family who had inherited a substantial number of works of art of an artist of national importance on the most tax effective way to bequeath these items to a charity and also ensuring that they are exhibited regularly in Cornwall. We assisted in...
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Working with a multi-millionaire polo player on capital tax planning including advising on how to achieve offshore domicile status and the use of trusts in multi jurisdictions. The client had business and personal assets in Germany, Switzerland, Austria and...
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