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Nick Mendoza 'deals with huge probates with multiple elements with calmness and poise'.

Personal Tax, Trusts and Probate – London, Legal 500 2018
About

Nick Mendoza works with high-net-worth clients on estate planning. This includes the administration of complex estates, often with multi-jurisdictional elements.

Nick helps clients achieve their estate and succession planning aims. He has a broad client base, including entrepreneurs and high-net-worth individuals from the property and entertainment industries. He is a lawyer in Howard Kennedy's Private Wealth team.

Working together with his clients, Nick assists them to develop and implement tax efficient succession planning strategies. This often involves coordinating a number of elements, including tax efficient lifetime giving, the creation and use of trusts as a vehicle for longer term succession planning, and the preparation of tax efficient Wills.

Nick also acts on the administration of multi-million pound estates, which typically cover multiple jurisdictions. He is regularly appointed as the lead lawyer in multi-jurisdiction estates, coordinating with lawyers and professionals in other countries to make the administration of the estate a seamless and streamlined experience for the client.

And in the event of a death, Nick works closely with families on post-death tax planning.

Nick's practice also includes managing a number of family trusts, as well as providing standalone advice and assistance to trustees. He advises trustees on a range of issues, including the proper exercise of trustees' duties and powers, the simplification of complex trust structures, tax mitigation opportunities and the orderly termination of trusts.

Nick is a member of the Society of Trust and Estate Practitioners.

Recent work
  • Acting on the administration of a multi-million pound, multi-jurisdictional estate which included working closely with lawyers in Jersey on a post-death re-organisation of the estate, generating substantial Inheritance Tax savings for the estate.
  • Assisting with estate planning advice to a high profile comedian and TV personality.
  • Administering a complex estate with assets in the UK, Monaco, Dubai and France, including  coordinating the administration of the estate overseas and providing complex conflict of laws advice.
  • Acting for the managing partner of a private equity firm to create a number of trust structures to shelter assets from Inheritance Tax and assist with his long term succession planning aims.
  • Acting for a prominent member of the House of Lords to provide advice about his literary estate and prepare a Will to balance the competing needs of his wife and children.
Accolades
Nick is quoted in Legal 500 2018 for Personal Tax, Trusts and Probate, London. He is described as dealing with "huge probates with multiple elements with calmness and poise".
Did you know
Nick plays drums and is currently the resident drummer for Howard Kennedy's in-house band, Take It To The Bridge.

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