Tom is a Partner in the Private Client team.

Tom is an experienced Estate and Tax planning solicitor with particular expertise in Inheritance and Capital Gains Tax planning.  He is STEP qualified, demonstrating his knowledge and commitment to assisting families on a broad range of private wealth matters including the preparation of wills, powers of attorney and lifetime settlements and the administration of trusts and estates. 

Recent examples of how Tom has supported clients include:

  • The preparation of wills for a married couple with particular emphasis on wealth and succession planning, incorporating structures to maximise inheritance tax allowances including the residential nil rate band allowance. 
  • Providing high-net-worth clients with a detailed tax planning report that advised them of their current potential inheritance tax liability and the tax planning options available to them relevant to their circumstances and asset portfolio;
  • Advising clients of the most tax efficient methods of transferring ownership of the family home to their children and helping them to navigate the complex Gift with Reservation of Benefit (GROB) and Pre-Owed Asset Tax (POAT) rules;
  • Administering a cross-border estate with assets located in several countries, arranging the resealing of the UK grant of representation in foreign Courts and liaising with foreign third-party advisors to facilitate a smooth administration; and
  • Advising a family partnership on matters concerning devolution of business assets on death and inheritance tax mitigation, preparing a partnership agreement and business wills designed to maximise agricultural and business property reliefs.