About
Charles advises on Wills, trusts, tax and estate planning, in particular inheritance tax (IHT) planning. He has a great deal of experience in acting for a wide variety of clients, both entirely UK-based and those with foreign connections.
Charles is admitted to practise in England and Wales.
Charles is admitted to practise in England and Wales.
Experience
- Advising business owners on how to maximise business property relief from inheritance tax and entrepreneurs’ relief (now business assets disposal relief) from capital gains tax. Where the business is being sold, working with the firm’s corporate teams to ensure that the proceeds are protected for the long-term benefit of the family.
- Advising on passing landed estates down within families in a tax-efficient manner and on mitigating the tax exposure where land is sold for development.
- Devising and implementing estate plans for families, often with assets in multiple jurisdictions, to minimise the tax exposure and probate formalities following death.
- Advising trustees (and often acting as a trustee) of a wide range of trusts containing assets from investment portfolios, to valuable properties, landed estates and other business interests.
