Bio
Gillian is a Private Client Partner.
Gillian specialises in Inheritance Tax and succession planning, preparation of wills and Powers of Attorney, creation and administration of trusts, and the administration of estates.
She has extensive experience advising high-net-worth individuals, professionals and business owners on estate and succession planning, complex probate matters and trust administration.
Gillian also supports clients with wealth protection as they seek to hand over their wealth to the next generation in the most tax efficient manner. Typically, this also involves using trusts and Family Investment Companies to ensure that clients’ wealth is protected for future generations.
Gillian also works closely with charities and their supporters, advising on philanthropic giving, legacy planning and the management of charitable estates.
Examples of Gillian’s work include:
- Acting for a business owner on restructuring of his complex group structure to maximise Inheritance Tax reliefs, complex will drafting, and lifetime tax planning.
- Acting in estate of an individual who had lived in numerous countries and complex domicile issues arose in determining whether her estate would be subject to UK Inheritance tax.
- Acting for an individual with past complex gifting including offshore companies and unravelling and re-establishing gifting pattern.
- Advising a client on lifetime gifting and trusts to protect their vulnerable daughter and granddaughter.
- Advising clients on Inheritance Tax effects of previous trusts created on parent’s death and the impact on the second parent’s tax liability.