A landed estates lawyer specialising in wealth protection for landed estates.
Advising on a wide range of complex tax and trust matters, Jennifer helps families to agree arrangements for succession planning, inheritance tax mitigation, wealth protection, wills and guardianship, life interest and discretionary trusts, settled land act settlements, overseas assets, powers of attorney and probate.
For over 12 years, Jennifer has worked with landed estates, agricultural families, business owners and individuals with significant personal wealth. Clients are based throughout England and Wales, with a number in Staffordshire and Shropshire.
Examples of how Jennifer has helped clients include:
- advising the executors on the administration of a complex and high value estate, with assets in different countries and multiple beneficiaries;
- structuring the ownership of assets to maximize the availability of business property relief in regard to inheritance tax planning for a family with an owner-managed business to ensure the safe transfer of assets from one generation to the next; and
- structuring the ownership of a client’s assets to achieve the most advantageous position in relation to entrepreneurs’ relief and incorporation relief.