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Tom O'Riordan
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Tom O'Riordan (he/him) LLB (Hons), TEP

Partner

I am a partner in the wills, trusts & probate team. I predominantly help people with the creation and administration of trusts, which are legal arrangements where assets are given to trustees for the benefit of one or more beneficiaries, or for a particular purpose.

Trusts can be created during lifetime or incorporated into a will. There are many reasons for creating a trust such as tax planning, asset protection, to benefit disabled or vulnerable beneficiaries without giving assets to them outright, or to make charitable donations.

I have recently qualified with the Society of Trusts and Estate Practitioners (STEP), the internationally recognised and most comprehensive qualification in the trusts and estates field.

I also help with the administration of estates as well as drafting wills and lasting powers of attorneys.

T 01242 507393 E tom.oriordan@willans.co.uk
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Key skills

I can help you with:

Trusts and administration

  • the creation of lifetime trusts
  • the administration of trusts and estates
  • advice on tax issues relating to trusts and trust administration
  • dealing with ongoing trust compliance requirements e.g. the Foreign Account Tax Compliance Act (FATCA), the Trust Registration Service and Legal Entity Identifiers
  • the constitution of will trusts including the opening of trust bank accounts where appropriate
  • drafting trustees’ resolutions and deeds of appointment.

General advice, wills and LPAs

  • preparing and registering lasting powers of attorney (LPAs)
  • Court of Protection matters and advising attorneys of vulnerable individuals
  • inheritance tax and capital gains tax planning
  • making a will including advice to cover complex trusts.

Experience highlights

My experience includes:

  • handling the administration of a £2 million estate including advice on business property relief, gifting out of surplus income and capital gains tax
  • ongoing advice for trustees of a complex protective trust
  • supporting the administration of a multi-million personal injury trust
  • advising trustees on interest in possession (life interest) and discretionary trusts
  • advising people on complex and high-value estates.

  • "Just to say thank you for taking the time to explain things to me. I really appreciate that."
    Client feedback

  • "Tom was a joy to work with. "
    Client feedback

  • "Thanks for all your support and guidance over the past 18 months, and for helping us to overcome some stressful moments."
    Client feedback

  • "I'm very grateful for all of the excellent advice you have given us... and I hope we will do more dealings with you in the future."
    Client feedback

  • "Tom went above and beyond to keep me informed and was very protective of my interests."
    Client feedback

Tom O'Riordan LLB (Hons), TEP can help you with a range of services

Asset protection & trusts
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Wills, trusts & probate
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Creating a will
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Powers of attorney
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Probate
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Elderly & vulnerable people
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Colleagues in the team
Resources To Help

Articles from Tom O'Riordan LLB (Hons), TEP

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One month to go: countdown to 1 September Trust Registration Service deadline
Wills, trusts & probate

There is just one month to go until 1 September, when all ‘express trusts’ must be registered with the Trust Registration Service (TRS). One of our trusts experts, Tom O’Riordan…

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Tom O'Riordan LLB (Hons), TEP
Partner
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