Bio
Abigail is a Private Client Solicitor.
Abigail specialises in private client work, advising individuals and families on estate administration, wills, trusts, Deeds of Variation and Lasting Powers of Attorney.
She has experience administering both excepted and non-excepted estates, including matters involving life interest trusts, intestacy, complex probate issues and the interaction between trusts and Inheritance Tax. Abigail also supports clients with trust administration and registration through HMRC’s Trust Registration Service.
Her experience includes advising on the Inheritance Tax, Income Tax, Capital Gains Tax and Stamp Duty Land Tax implications of transferring property into discretionary trusts, as well as estate matters involving domicile and long-term residence considerations. She is developing her expertise in lifetime tax planning, cross-border matters, and estates involving agricultural or business property.
Examples of Abigail’s work include:
- Overseeing estate administration requiring an analysis of the deceased’s long-term residence status and domicile.
- Preparing a tax advice report setting out various options to clients considering transferring two of three buy-to-let properties into a Discretionary Trust.
- Dealing with intestate estate whereby deceased did not have children or a spouse.
- Preparing an application for a Grant of Probate where the deceased gifted 50% of her property to her daughter but continued to live there.
- Dealing with intestate estate administration and ascertaining that the deceased’s company was insolvent.
- Undertaking 10-year anniversary charge calculations and completing the relevant Inheritance Tax forms.
- Advising on the appropriation of assets to a beneficiary to make use of their Capital Gains Tax (CGT) annual allowance. resulting in CGT savings for the estate.
- Assisting with a grant application for an estate involving agricultural land.