Danielle has experience in a wide range of Wills including those with Care Fee Protection, Estate Succession and Inheritance Tax Planning.
Notable Wills cases
Preparation of a Will to include a Discretionary Trust of Property to maximise Agricultural Relief from Inheritance Tax.
Preparing Wills for clients to contain two individual Discretionary Trusts for family members who were incapable of managing their finances.
Preparation of a Will for a client who was widowed and subsequently had a child with a new partner. The Will was structured to guarantee the latter partner had the protection of a property during her lifetime whilst ensuring the property would ultimately benefit all children, including those from his previous marriage. Also advising the client as to ways to mitigate Inheritance Tax to secure three Nil Rate Band allowances.