Henry is an associate solicitor in Clarke Willmott’s private capital team, specialising in high net-worth estate planning.
Henry’s area of expertise includes advising his clients in relation to the preparation of Wills to ensure their estate passes in a tax efficient manner on death whilst ensuring it is protected for the benefit of future generations.
Henry is also experienced in advising on the creation of lifetime trusts and their on-going administration with a view to mitigating capital taxes. This also provides his clients with the opportunity to retain control of the trust assets and avoid them falling directly into their intended beneficiaries’ hands until such time as it is appropriate.
Henry is known for his approachable manner and providing clear and pragmatic advice in plain English.
How Henry can help you
Henry can assist with:
- Succession planning for you and your family
- Preparation of Wills
- Advising on lifetime gifting
- Setting up trusts, during lifetime or on death
- Advising on inheritance that you have received or are due to receive
- Advising on inheritance tax and capital gains tax, and other related tax issues
- Advising on your residence status
- Advising and outlining a plan of action regarding the succession of your assets abroad (or in the UK if you are a non-UK domiciled individual)
- Preparation of deeds of variation
- Trust planning
- Preparation of lasting powers of attorney and other powers of attorney
- Registering an LPA or enduring power of attorney (EPA)