Antonia is a Partner in the Tax & Trusts and Wills & Estates teams.
She specialises in succession planning for business owners and farmers and in wealth preservation for high-net-worth individuals and affluent families.
Her experience encompasses lifetime planning to mitigate inheritance and capital gains tax liabilities, the creation and administration of trusts, the drafting of personal and business powers of attorney, the drafting of complex wills (including those featuring business and overseas assets), probate applications, estate administration, the post-death variation of wills and trusts for tax purposes and the resolution of disputes between executors, administrators and beneficiaries.
Antonia provides guidance on elderly client issues, including planning for the payment of care home fees while still providing an inheritance for loved ones, the importance of appointing attorneys to cater for a possible future loss of mental capacity and the role of the Court of Protection in ensuring appropriate safeguards are in place to prevent abuse of aged or incapacitated family members.
Clients include private individuals, business owners, executors, administrators, trustees and beneficiaries.
Recent examples of how Antonia has supported clients include:
- achieving a significant inheritance tax saving for the estate of a former caravan park owner, by convincing the Inland Revenue to allow a claim for business property relief and to accept the applicability of various exemptions in respect of a series of lifetime gifts;
- avoiding an unnecessary inheritance tax charge by amending the trust provisions in a number of life assurance policies so that any monies paid out following our client’s death would not form part of their estate;
- helping a family avoid Court of Protection proceedings by agreeing to act as attorney for a distant relative with physical frailties who was struggling to manage their affairs and arrange payment of care home costs;
- preventing the registration of a lasting power of attorney on behalf of an elderly client who had been coerced into signing the document without understanding its content or effect; and
- supporting a married couple to restructure their wills following their admission into a care home, in order to preserve a large chunk of their wealth for the benefit of their children and grandchildren, while still ensuring there were sufficient funds to meet their ongoing care costs.