Iain specialises in all aspects of probate administration. His main focus is the processing of complex estates both testate and intestate including advising personal representatives in all aspects of administration and preparing of Inland Revenue accounts, legal statements, estate accounts and other associated probate documents. He works mainly out of our Newcastle and Leeds offices.
Experience
Examples of experience include advising:
- The Executor of an Estate regarding a claim for Conditional Heritage Relief on National Heritage assets
- Various private clients' Executors on chargeable lifetime gifts and claimed gifts out of surplus income relief and taper relief
- Various private clients' Executors regarding Lloyds of London Underwriting Assets
- Various private clients' Executors regarding Agricultural and Business Property Relief
- Various private clients' beneficiaries on Inheritance Tax planning.
