Trustees of a family Will trustMy wife and I would like to say what a pleasure it has been working with you, we are very impressed at how effectively and efficiently you have managed these legal matters.
Samantha Curnock is a Senior Associate who advises both UK and international clients on tax and succession planning matters.
She advises a range of clients including business owners, entrepreneurs, high-net-worth families and individuals from a range of sectors including the entertainment and art sectors. She also advises trustees of high value dynastic trusts.Samantha's practice focuses predominantly on lifetime planning which includes inheritance tax planning and mitigation, residence and domicile advice, creating trusts to preserve family wealth and preparing complex Wills, often with cross border considerations. She also provides support on post death tax planning.
In addition to lifetime planning for individuals, Samantha regularly advises trustees on their roles and responsibilities and associated trust administration matters. She also advises on mental capacity matters which includes the preparation of Lasting Powers of Attorney and Advance Decisions, in addition to Court of Protection matters.
• Advising an independent trustee on the implementation of a court approved sanction for a longstanding contentious trust dispute.
• Advising the trustees of a high value offshore trust with UK beneficiaries on all trust related matters.
• Tax and estate planning advice for high-profile music artists, including the preparation of Wills to achieve their succession aims and reduce their inheritance tax exposure.
• Advising clients with a connection to both the UK and the US on their English tax and succession, in conjunction with their US advisor, to ensure tax efficient succession plans in each jurisdiction.
• Advising various clients on the impact of the October 2024 budget and the changes to inheritance tax and the "non-dom" regime. Implementing succession plans before the changes come into effect and advising on the temporary repatriation facility.