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

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.

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.