Laura Stone

I can help private clients with matters including:

• The administration of estates, including advice in relation to charitable legatees or charitable residuary beneficiaries
• Inheritance tax planning (lifetime and post-death)
• Preparation of wills and lasting powers of attorney
• Creation and administration of trusts.

My experience includes:

• Advising clients, often generations of families, with complex and high-value estates, recognising the need for tax planning for different family generations
• The preparation of wills and lasting powers of attorney at short notice, reassuring and assisting clients with terminal illnesses that their wishes have been recorded and legally able to take effect
• Administration of estates including a variety of assets, distributions to exempt and non-exempt residuary beneficiaries and liaising with the HMRC on the tax implications that arise
• Contentious issues
• Advising on administration of trusts and appointment of assets to maximise the inheritance tax allowances and reliefs able to be applied for, significantly reducing the inheritance tax liability of the estate.