Ruth Appleton FCILEx, TEP

I can help you with:

• trusts, advising on the suitability of different types based on your personal circumstances
• the administration of existing trusts, including changes of trustees and the appointment of assets
• will preparation
• inheritance tax planning
• administering estates, including where there are ongoing trusts
• preparing lasting powers of attorney.

My experience includes:

• advising a family on an estate that had been left unadministered for several years, and assisted with inheritance tax compliance and the appointment of assets
• dealing with the winding up of a trust that had been running for decades, preparing deed of appointment to formalise final distributions to the remaining family
• preparing wills for a farming family who were concerned about the changes to agricultural property relief for IHT
• dealing with inheritance tax calculations and reporting for an inter-related estate and trust following the death of the life tenant.