Nerys Thomas

Nerys supports individuals, families and business owners who wish to protect their assets for future generations while considering Inheritance Tax mitigation.

Her expertise includes advising on asset ownership structures, wills, trusts and Inheritance Tax, including making full use of all available exemptions and reliefs.

She also acts for personal representatives in the administration of complex high-value estates, many of which will involve detailed claims for Business Relief from Inheritance Tax.

Examples of Nerys’ work include:

• Acting for the personal representatives of an estate in excess of £30 million with complex business assets, including providing advice on a claim for Business Relief from Inheritance Tax and the constitution of two trusts created by the will.
• Advising a nonagenarian couple with a combined estate in excess of £50 million who had undertaken no previous planning.
• Acting in the administration of an estate which included shares in a long-standing family business.
• Advising an individual with a complex family structure who wished for his children to benefit unequally on death.
• Advising a high-net-worth individual in the review of her will and Inheritance Tax planning following her divorce and remarriage.