Natalie is a Partner in the Tax & Trusts and Wills & Estates teams.
Working with individuals and business owners with advice on a broad range of tax, trusts and estate matters, including wills, guardianship arrangements for children, lifetime estate planning and asset preservation, succession planning, tax mitigation, agricultural and business property relief, the establishment and administration of trusts, powers of attorney and estate administration. Natalie also advises on cross border estates.
Clients include private individuals, business owners, executors, administrators, trustees and beneficiaries.
Recent examples of how Natalie has supported clients include:
- successfully applying to the Court of Protection to assist attorneys in lifetime tax planning for the donor’s estate of over 5 million. This included lifetime gifting and working with a financial advisor to find suitable investments qualifying for Business Property relief. Also successful in obtaining retrospective approval of some gifts and tax planning already taken place;
- guiding a recently married couple through structuring their wills in a tax efficient way while ensuring their children are protected long term. Ensuring all inheritance tax allowances were taken advantage of to maximise the children’s ultimate inheritance;
- administering a cross border estate and obtaining a Grant on a Florida Will. Notable due to issues surrounding domicile and inheritance tax; and
- large estate administration with property portfolio and investments. The case brought into play many issues surrounding the claim for gifts out of excess income and impact of inheritance tax due to capital gifts during lifetime. A Deed of Variation was successful in allowing the estate to benefit from the lower rate of tax due to passing the relevant % of the estate to charity. The estate had elements involving Business Property relief, trusts and lifetime gifting. Negotiations with HMRC were necessary to secure the reliefs; and
- making applications to the Court of Protection on behalf of a professional deputy to enable a statutory will to be prepared for a vulnerable person.