700 professionals at Knights service 10,000 clients across the full spectrum of legal & professional services.
Katie is a Partner in the Tax & Trusts and Wills & Estates teams.
For over 13 years Katie has been providing private individuals, business owners and charities 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, estate administration and disputes about wills and other post-death arrangements.
Katie also acts for vulnerable clients who lack the mental capacity to manage their own affairs, dealing with the Court of Protection, acting as an attorney or deputy to protect and promote her client's interests.
Recent examples of how Katie has helped clients include:
• improving a widow's financial position by unwinding a series of trusts which were complex, costly and not tax efficient;
• protecting the inheritance of our client by proving that the step-daughter of a deceased person had forged a will; and
• securing the installation of a hydrotherapy pool in a child's house to help them recover from surgery for hip dysplasia where there was no pool available locally.
Jenny is a Partner in the Tax & Trusts team.
For over 15 years Jenny has worked with private individuals and business owners to advise them complex tax, trust and estate matters, including wills and guardianship arrangements, the establishment and administration of trusts (including declarations of trust between co-owners), succession planning, inheritance tax mitigation, lasting powers of attorney, probate and estate administration.
Jenny also advises charities on establishing, incorporating and registering themselves, liaising with the Charity Commission, reviewing and updating governance documents (making scheme applications where needed), assisting with transactional and day-to-day issues, helping with disputes concerning charitable legacies and providing training for charitable trustees, staff and volunteers.
Examples of how Jenny has helped clients include:
• assisting a charity to sell off property and donate the sale proceeds to a local community foundation while subject to intense public scrutiny;
• supporting the trustees of a large charity through the process of incorporation; and
• leading a vulnerable widow through the administration of her late husband's estate, ensuring the money was invested wisely and tax efficiently to achieve financial security.
A lawyer specialising in tax, trusts and estates.
For over 25 years Lindsey has been providing advice to private individuals, business owners, executors, trustees, settlors and beneficiaries on a broad range of tax, trusts and estate matters. This includes advice on normal wills, statutory wills, guardianship arrangements for children, trusts, tax mitigation, succession and post-death planning, powers of attorney, Court of Protection applications and estate administration.
Lindsey also deals with inheritance disputes, including complicated family settlements and cases where arguments arise over the terms of a will or the administration of a trust.
Recent examples of how Lindsey has helped clients include:
• helping competing beneficiaries resolve a dispute about entitlement to an estate under the intestacy rules;
• assisting in mitigation of potential future Inheritance tax by post-death planning utilising deeds of variation; and
• investigating and uncovering an alleged fraud by an attorney appointed to act on behalf of an elderly and particularly vulnerable client.
Charles is a Partner in the Tax & Trusts and Wills & Estates teams.
For over 30 years Charles has been advising private individuals and business owners on how to ensure their hard-earned personal wealth and business interests can be preserved and passed on to future generations. Charles advises on the terms of wills, the use of trusts, careful tax mitigation and succession planning.
Recent examples of how Charles has helped clients include:
• reducing sometimes significant capital gains tax liabilities for executors of estates by ensuring that for tax purposes sales are treated as being made by beneficiaries rather than the executors;
• creating trusts for parents to purchase property for occupation by children, enabling family wealth to be protected and resulting in inheritance tax, capital gains tax and stamp duty land tax savings; and
• reducing the amount of inheritance tax payable by up to 40% by carefully structuring clients' wills to maximize the benefits of agricultural and business property relief and surviving spouse exemption.
Rachel is a Partner in the Tax & Trusts and Wills & Estates teams.
She advises clients on their wills, lasting powers of attorney, asset protection and estate administration.
Rachel is experienced in mental capacity issues in relation to property and financial affairs, health and welfare matters, and applications to the Court of Protection. She also deals with long term care funding disputes, particularly regarding eligibility for NHS continuing healthcare funding, including appeals and interpretation of the mental capacity act 2005.
Acting for private individuals, executors, trustees, attorneys and beneficiaries, Rachel also offers talks on the importance of making a will and a lasting power of attorney.
Recent examples of how Rachel has helped clients include:
• creating a power of attorney for a lady with early onset alzheimer's during one of her rare lucid moments, avoiding a costly application to the Court of Protection;
• preventing a lady being evicted from a care home and ensuring she kept her entitlement to NHS continuing healthcare funding; and
• acting as professional trustee to ensure fairness between beneficiaries with conflicting interests due to a difficult family dynamic
Julian is a Consultant in the Tax & Trusts and Wills & Estates teams.
Julian has a wealth of experience in private client matters including the complex aspects of wills and trusts drafting, estate planning and family succession issues. Over the years he has advised successive generations of families on most aspects of their legal affairs.
Julian has also advised trustees of charities on a variety of issues-including managing a dysfunctional charity on behalf of the Charity Commission, and advising a charity throughout a long drawn-out investigation by the Charity Commission.
Sian is a Consultant in the Tax & Trusts and Wills & Estates teams.
Sian is a member of the Society of Trust and Estate Practitioners and she advises individuals, business owners, trustees and executors on a range of wills and estates matters.
This includes the drafting of wills and lasting powers of attorney, the creation and management of trusts, business succession planning, personal inheritance tax mitigation, the availability of tax reliefs for business and agricultural property, varying a will, obtaining probate and general estate administration. She also advises on double home loan trust schemes.
Recent examples of how Sian has helped clients include:
- recovering inheritance tax paid on an estate by transferring assets out of a discretionary trust and gifting them to charity within two years of the donor’s death;
- reducing the capital gains tax liability on the transfer of a property for a private individual by establishing a trust arrangement to qualify for holdover relief;
- supporting the family of a recently deceased individual who had used a double home loan scheme to transfer property during their lifetime which was subsequently investigated by HMRC; and
- guiding a business owner through the process of creating a will which enabled one of their children to succeed to the business while ensuring an equal distribution of wealth among the other siblings.
Henry DavenportTax Adviser
A chartered accountant and tax advisor specialising in corporate transactions.
Henry's expertise is in helping groups of companies who want to come together or break apart, partners who want to join forces or go their separate ways and individuals with significant personal wealth in business, property and asset transactions. Henry acts for sole traders, partnerships and companies throughout the UK, across a broad experience in a range of sectors, but he has a particular understanding of IFA businesses.
Henry analyses the proposed corporate deals and advises on the structuring options from various tax perspectives (stamp duty, corporation tax, inheritance tax, etc) and the availability of business reliefs or capital allowances. He also creates employee share schemes, including the agreement of share valuations. When a structure has been determined, Henry liaises with HMRC to obtain any necessary clearances and to conclude the legal formalities required.
Recent examples of how Henry has helped clients include:
• separating parts of an independent financial advisory company without incurring any tax charges; and
• creating enterprise management incentive share options in consultation with HMRC to enable key staff to buy into their company.
Diane BeardmoreSenior Associate
Diane is a Senior Associate in the Tax & Trusts and Wills & Estates teams.
Diane covers all aspects of trust and estate administration from the technical to the practical. Her expertise includes the administration of complex estates including the production of the estate accounts. She handles trust registration, all forms of trust compliance including the Trustee Act 2000, and monitoring of trust funds and investments.
Diane provides practical assistance in the management of trust funds to meet clients' everyday financial needs, and ensures key dates are adhered too. On their behalf, she liaises with financial advisors and other professionals to provide long term continuity and accuracy.
Diane's clients are individuals and family members seeking guidance in the creation, registration and settling of trusts, beneficiaries as they come of age, and vulnerable clients requiring ongoing fund management, as well as financial advisors and professionals.
Recent examples of how Diane has helped clients include:
• assisting a beneficiary of a trust at coming of age by informing them of their entitlement and ensuring specialist advice needed for ongoing management of the assets was available to them;
• assisting a vulnerable beneficiary with professional financial advisors and ensuring their daily financial needs were still met; and
• taking over the management of a trust, streamlining the administration and reducing the costs to the client by 35%.
Ann DansonSenior Associate
Ann is a Senior Associate in the Tax & Trusts and Wills & Estates teams.
Ann advises on succession planning and wealth protection for those with an interest in a landed estate. This includes providing advice on business structures, trust arrangements, property ownership rights and tax mitigation - particularly on death, and specifically where business property or agricultural property relief may be available to reduce the amount of inheritance tax payable. She also advises on wills, probate and general estate administration where there may be a need to tailor or vary arrangements to ensure business continuity and maximum tax efficiency.
Ann acts for private individuals and their families, many of her clients have commercial as well as residential property interests or are farming families with complex partnership or corporate arrangements to consider.
Recent examples of how Ann has helped clients include:
• advising the owners of a large estate on the reorganisation of their property ownership arrangements to enable them to regain possession of tenanted land needed to develop their tourism-based business;
• spotting a mistake in the way a trust had been organised which, if left unaddressed, could have resulted in the trust being exposed to a significant and unnecessary tax liability;
• restructuring ownership of an estate to ensure the competing income and capital needs of three generations of the same family could be met; and
• seeking permission from the High Court to extend the lifespan of a trust, following an earlier failed attempt to do this by the client's previous professional advisor
Nelissa HicksSenior Associate
Nelissa is a Senior Associate in the Tax & Trusts and Wills & Estates teams.
For over 15 years Nelissa has been advising private individuals and business owners on a variety of tax, trust and estate matters, including the preparation of wills, ways to minimise tax liability, the creation of lasting powers of attorney and their registration, the establishment and management of trusts, succession planning and general estate administration.
Nelissa advises international clients with property and investments in the UK on inheritance tax implications. Nelissa also advises UK-based clients with assets abroad who need specialist inheritance tax advice, working with a network of foreign lawyers and other professionals.
Recent examples of how Nelissa has helped clients include:
• creating commercial lasting powers of attorney for business owners to ensure continuity, should any one or more of them become incapacitated and facilitating the amendment of the company's articles of association;
• structuring a client's affairs to mitigate their inheritance tax liability;
• effectively utilising the capital gains tax allowances available to estates and beneficiaries; and
• advising on how to make provision for vulnerable beneficiaries through the mechanism of a trust.
Colin WatretSenior Associate
Colin is a Senior Associate in the Tax & Trusts and Wills & Estates teams.
Colin prepares wills, estate plans, trusts and lasting powers of attorney for clients who are seeking to protect their wealth and make provision for their security in old age. He liaises with the Court of Protection to manage the financial affairs of vulnerable people, and Colin administers the estates of clients who have died.
Recent examples of how Colin has helped clients include:
• ensuring a client's peace of mind regarding administration of their late civil partner's estate by instructing and liaising with an agent on property and assets held abroad;
• enabling a client's family to benefit from a trust during their lifetime, and minimising inheritance tax liability on their death; and
• ensuring financial security for a client unable to act for themselves, acting as their deputy to pay care home fees and managing their investments.
Fiona is an Associate in the Tax & Trusts and Wills & Estates teams.
Fiona has over 19 years experience as an accountant. She advises UK and non-UK residents on compliance with UK tax, preparing accounts and tax returns of trusts and deceased estates, providing capital gains tax planning advice, calculating inheritance tax charges, and ensuring that the beneficiaries of estates and trusts are able to make informed financial decisions with up-to-date information. Her particular interests are holdover relief, claims for overpayment relief, taxation of property and claims under the Enterprise Investment Scheme.
Fiona's clients include private and high-net-worth individuals, executors of deceased estates, trustees and beneficiaries of trusts.
Recent examples of how Fiona has helped clients include:
• ensuring that a high-net-worth client avoided paying penalties by demonstrating a previous advisor's errors;
• successfully assisting a client to secure substantial repayments of income tax and capital gains tax by claiming relief under the Enterprise Investment Scheme together with capital gains tax deferral relief; and
• providing an in-house tax service which brought together all elements of trust income and other personal income and gains to ensure that the beneficiary of a trust accessed a streamlined and cost-effective approach.
Edna is an Associate in the Tax & Trusts and Wills & Estates teams.
Edna advises executors, beneficiaries, trustees and other individuals on all aspects of their tax affairs and on the practicalities of the day-to-day running of different types of trust. This includes providing advice on how a client's affairs ought to be organised to maximise tax efficiency, reviewing existing trust arrangements to ensure they continue to be fit for purpose from a tax point of view, offering guidance to trustees on the mechanics of dealing with trust funds, compiling annual trust accounts and final estate accounts, as well as completing tax returns.
Edna has experience in dealing with family trusts and in reviewing existing trust arrangements to ensure tax efficiency.
Recent examples of Edna's recent work includes:
• helping to restructure a discretionary trust with assets of more than £1 million, so that rather than the trust paying tax on income at 45 per cent, the beneficiaries paid tax at the basic rate of 20 per cent;
• successfully recovering a tax rebate for a beneficiary who had failed to appreciate their entitlement to seek a tax refund;
• managing the estate accounts for a number of connected estates, where money had been left to successive beneficiaries who had all died before the accounts relating to their respective inheritances could be finalised; and
• reviewing the trust accounts for an existing trust and advising the trustees and beneficiaries on their entitlement to claim allowances to reduce their overall tax liability.