Region Area

Solicitors

Richard Theobald

Richard Theobald

Warners Solicitors, South East

Work Department

Private Client

Position

Partner

Career

Richard trained and worked in two Kent firms after graduating in Law with Politics at the University of Manchester. He joined Warners in 2016 and became a partner in 2018.

Richard advises Executors on the administration of estates and helps them to fulfil their duties to the beneficiaries of the estate and to H.M. Revenue & Customs. He specialises in the administration of estates benefiting from APR or BPR as well as those with sensitive family dynamics. Where relevant, Richard also advises on how an estate can be restructured for inheritance tax planning purposes and provides assistance with capital gains tax planning during the administration period.

Richard also helps clients to structure their affairs by advising on the preparation of their Wills to ensure that their wishes are implemented in a tax efficient manner on death. He also advises on inheritance tax planning during their lifetime and the steps that can be taken to mitigate any liability.

Richard also assists clients to plan for the future by advising them in relation to Lasting Powers of Attorney and helps relatives to apply to the Court of Protection in cases where a Lasting Power of Attorney has not been put in place.