Bio
Maria is a Private Client Associate.
Maria advises across all areas of private client practice.
Her expertise spans the preparation of Wills and ancillary documents; the preparation and registration of Lasting Powers of Attorney and registration of Enduring Powers of Attorney; trust creation, administration and registration; obtaining Grants of Representation; estate administration, including intestacies; gifts of property; Deeds of Variation; estate planning; and Inheritance Tax advice.
Maria acts for a variety of clients including families, business owners, farmers, personal representatives and trustees.
Examples of Maria’s work include:
- Advising the professional trustees of a complex, high-value trust with assets worth circa £16 million and dealing with the administration of the trust.
- Drafting bespoke wills and a Letter of Wishes for a couple wishing to support and protect their disabled child after their deaths, including advising on the suitability of different trust arrangements.
- Administering an estate of approximately £1.5 million to charitable residuary beneficiaries.
- Successfully negotiating with HMRC to overturn their decision on a rejected Agricultural Relief claim.
- Administering a complex, contentious intestate estate with foreign assets.