Hannah is an Associate in the Tax & Trusts and Wills & Estates teams.
With over 14 years of experience in the area of private wealth, she specialises in Trust and Estate administration.
Many of her cases are complex and in some circumstances, the tax issues arising as a result require Hannah to challenge the HMRC on her clients’ behalf to mitigate substantial inheritance tax bills.
Clients include private individuals, families, estate executors, administrators and trustees. She also advises on high net worth and cross-border matters.
Recent examples of how Hannah has supported clients include:
- working with the executor and beneficiary of an estate whose father was the second spouse to die resulting in a highly complex case as the first spouse to die adopted the regime of the universal community in France and had made a UK will which provided a legacy to a friend and a legacy to her children. The remainder of her estate was to be held on a life interest trust for the surviving spouse; and
- supporting the executor and beneficiary of an estate where the deceased, her daughter and son-in-law resided. Held in the three names with the deceased gifting her share to her daughter and son-in-law over a period of 10 years, challenging HMRC that the gift should not fall within the gift of reservation of benefit rules. This avoided a substantial inheritance tax bill.