Samantha’s expertise includes working with a range of clients to wind up complex and taxable estates involving worldwide assets and also advises on the options available to vary an estate following death. Samantha also advises on complex intestate estates where there can often be challenges in identifying beneficiaries.
Samantha joined Clarke Willmott in 2017 after 6 years in the probate team at Co-op Legal Services.
Administering estates with assets located in the UK and other jurisdictions including, Ireland, India, Singapore, Australia, the Carribean and the US;
Identifying the appropriate treatment of estates which include property, business assets and other complex financial arrangements such as the constitution of will trusts;
Advancing intestate estates with in excess of 50 beneficiaries located in the UK and abroad;
Negotiating with HM Revenue & Customs regarding the inheritance tax payable on an estate and the application of exemptions for lifetime gifts including those made as part of normal expenditure out of income;
Addressing more complex scenarios involving obtaining Grants of Letters of Administration where the original will has been lost, where an emergency grant is required to administer assets and where the authority of a first Grant of Probate or Letters of Administration has lapsed.