Chloe Holmes

Chloe provides practical, tailored advice to help clients achieve their objectives.

Her expertise spans the preparation of wills, providing advice on Inheritance Tax planning, and advising on the validity and interpretation of wills and codicils.

She is particularly experienced in the administration of estates, including identifying and valuing assets and liabilities, preparing Inheritance Tax calculations and accounts for HMRC, applying for Grants of Probate, and overseeing the distribution of estate assets to beneficiaries. She also undertakes post-death tax planning such as Deeds of Variation.

Choe also assists with the creation and ongoing administration of trusts, including registration with HMRC and the preparation of trustee documentation such as Deeds of Appointment and Retirement, Appointment of Trustees, and Appointments of Capital.

She also oversees the preparation Lasting Powers of Attorney and registration of Enduring Powers of Attorney to help clients plan effectively for the future.

Examples of Chloe’s work include:

• Managing the full administration of an estate, including registration of death, funeral planning, and the identification of all assets.
• Preparing Lasting Powers of Attorney, including registration.
• Registering an Enduring Power of Attorney.
• Preparing life interest trust wills focusing on the protection of assets following the death of the first spouse.
• Assisting in the administration of an estate involving supporting the application for the Grant of Probate, reviewing financial information to identify assets, considering the application of intestacy rules, and instructing a genealogy report.
• Preparing Inheritance Tax accounts to HMRC, including forms and calculation relating to lifetime gifting where taper relief applies.
• Undertaking trust work including registration, closure, and Deed of Appointment to appoint trust funds out and close the trust down.