Legal 500 2013 - Leading FirmTrusts take a number of forms and have a number of uses, and are most commonly aimed at the elimination or mitigation of tax, the protection of disadvantaged or infirm individuals, and the postponement of the inheritance of young persons' assets.

So far as the administration of deceased persons' estates is concerned, we take this subject very seriously. We provide a comprehensive service to executors of wills, which ranges from legal advice on succession and inheritance tax to the physical storage of assets and the keeping of books of account. Income and capital gains tax compliance is also dealt with in-house.

Occasionally, particularly in the case of estates, which we have not ourselves planned with the client, a variation of the beneficial arrangements is required, and we can advise on the trust and tax implications of this as well.

Winckworth Sherwood advises on:

  • advice on the creation of discretionary, interest in possession, and accumulation and maintenance trusts
  • insurance trusts
  • the variation of trusts by trustees, beneficiaries or by application to the Court
  • management of trust investments through our nominee company Winckworth & Pemberton Nominees Limited
  • trust disputes
  • income, capital gains and inheritance tax advice and compliance
  • the administration of deceased persons estates
  • variation of wills and intestacies
  • claims under the Inheritance (Provision for Family and Dependants) Act 1975
  • probate disputes
  • accounting and tax compliance in the administration of an estate.
  • all property transactions in relation to all of the above


 

Contact Details

Hugh MacDougald

Partner

Tel. +44 (0)20 7593 5149

Fax. +44 (0)20 7593 5070

Email. hmacdougald@wslaw.co.uk

Hugh MacDougald


Tim Snaith

Partner

Tel. +44 (0)20 7593 5147

Fax. +44 (0)20 7593 5099

Email. tsnaith@wslaw.co.uk

Tim Snaith


Penelope Manfield

Senior Associate

Tel. +44 (0)20 7593 5063

Fax. +44 (0)20 7593 5070

Email. pmanfield@wslaw.co.uk

Penelope Manfield


Susan Greville

Associate

Tel. +44 (0)20 7593 5028

Fax. +44 (0)20 7593 5070

Email. sgreville@wslaw.co.uk

Susan  Greville


Bharat Mandalia

Senior Trust Manager

Tel. +44 (0)20 7593 5019

Fax. +44 (0)20 7593 5070

Email. bmandalia@wslaw.co.uk

Bharat Mandalia


Upcoming Events :

HR Hour: Keeping it confidential

Tue 17 Oct 2017

Minerva House, 5 Montague Close, London SE1 9BB

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The ‘knowledgeable and sound’ Hugh MacDougald heads an ‘exemplary’ private client practice at Winckworth Sherwood, which advises private individuals, trustees and executors on domestic and international tax and trust structuring. It is noted for its ‘high service levels, with considerable strength in depth’. Tim Snaith is also recommended.

Legal 500