DMH Stallard LLP

Private Client

Partner and Head of Private Client, Sussex.

Specialises in wills, trusts, inheritance tax planning, Power of Attorney and probate.

Nadia has a particular interest in business succession planning and trusts for vulnerable beneficiaries. She is a Trustee of various private and charitable trusts and is a Director of the firm's Trust Corporation.

Work highlights

Instructed by another firm of solicitors to advise on estates of a brother and sister who died in quick succession - identifying a tax planning opportunity to sign a double death Deed of Variation saving £154,000 Inheritance Tax.

Administration of a £15m estate including liaison with Corporate Team and Accountants to wind up two companies and appropriate properties to mitigate Capital Gains Tax.

Advised owner managed business on Inheritance Tax and business succession planning involving a Discretionary Will Trust to capitalise on Business Property Relief from Inheritance Tax; liaison with IFA regarding Key Person Life Assurance and Corporate Team regarding Cross Option Agreements

Society of Trust and Estate Practitioners

The Law Society Probate Section

Association of Contentious Trust and Probate Specialists