Trust and inheritance tax disputes
We understand trust and inheritance tax disputes can be distressing and emotional, and we aim to provide clear and pragmatic advice to our clients with a view to efficiently resolving such disputes at an early stage.
We deal with all disputes over will, trusts and estates and act for trustees, executors, personal representatives, beneficiaries and other professional advisers, such as legal representatives.
We regularly advise on complicated and cross-jurisdictional issues and have considerable off-shore experience.
We also act on tax disputes, whether connected to the trust and/or being inheritance tax or otherwise.
Recent work includes:
- We acted for a trust company to successfully defend against a professional negligence claim involving a £1.2m inheritance tax dispute.
- Represented a prime international wealth structuring client, leading to US $65m tax saving and shaped a successful settlor rectification application to convert a trust from a foreign grantor to a foreign non-grantor status.