Inheritance Tax planning update

Watch webinar recording:

Topics will include:

Business Property Relief and Agricultural Property Relief
The impact of the new tax residency rules
Importance of the preparation of Wills and how the intestacy rules can impact your estate
Administration of Trusts and how they work in practice
Assets in foreign jurisdictions, having parallel Wills in place and the re-sealing process

Speakers:

Michaela Lamb

Partner, Tax

After qualifying as a Chartered Accountant in 2005, Michaela chose to specialise in tax because it allowed her to become more involved with her clients, helping them address the challenges presented by the ever-changing tax landscape.

She is one of our more colourful Partners, whose main goal is making tax a little less daunting for her clients, by providing straightforward, practical advice and support.

Michaela is a full member of the Society of Trust and Estate Planners (STEP) and advises on all Private Client issues for UK and offshore individuals, and for Trusts and Estates. She also leads our Probate service. Michaela specialises in working with families to achieve tax efficient (often inter-generational) planning, as well as providing tax advice when the situation changes, for example on marriage and divorce or if someone is coming to (or leaving) the UK. Michaela often works with people who need to take UK tax advice for the first time, and believes that advice should be put simply and clearly to avoid any doubt.

Michaela is also our RSU (restricted stock unit) specialist. She advises clients in relation to helping them understand exactly what an RSU is when offered by their employer, through to guiding them through the tax treatment, acquisition and selling of RSUs.

Speak to Michaela

Aarti Gangaramani

Private Client Solicitor - Wellers

Aarti is a senior Private Client solicitor, based in our London office. Having qualified in 2017, Aarti has acquired a wealth of knowledge in all private client matters.

Aarti specialises in Probate, Trusts, Wills, Lasting Powers of Attorney and court of protection work. She also has experience in matters where there are cross-jurisdictional elements, having successfully resealed a Malaysian grant of Probate and a Dutch grant of Probate.