Private Client

Head of Private Client, Sussex

Over 26 years of private client experience, Nadia specialises in Wills, Trusts, Inheritance Tax planning, Powers of Attorney and Probate. She is also cross-affiliated to the firm’s Contentious Trust and Probate team, drawing on her considerable private client experience and qualification as a member of the Association of Contentious Trust and Probate Specialists.

Nadia is a Trustee of various private and charitable trusts and has written a number of articles, most notably in the Law and Tax Trusts and Estates Journal.

Nadia qualified as a Solicitor in 1998.

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