A specialist in wills and estate administration.
Bellann handles all aspects of private client work relating to the preparation and drafting of wills, probate and estate administration, often for vulnerable clients - adults or minors. She advises on and drafts lasting powers of attorney, decisions relating to mental capacity, applications to the Court of Protection for removal of an incapacitated trustee, appointing a deputy where there is no power of attorney, statutory wills for individuals who lack capacity. Bellann also advises on planning for care fees, inheritance tax planning by way of lifetime gifts and she liaises with advisors with respect to estate financial affairs.
Bellann acts for high-net-worth individuals and lawyers overseas who handle the assets of English clients abroad.
Recent examples of how Bellann has helped clients include:
- enabling the joint owner of a property to avoid selling the asset for care fees by arguing that co-ownership meant the market value of the property was negligible;
- reducing inheritance tax payable on an estate by demonstrating to HMRC that the property's sale price, greater than its probate value, was an anomaly; and
- minimising inheritance tax payable on a husband's estate by drafting a statutory will to redirect the estate of his incapacitated wife to other beneficiaries.