Jade Paine
Senior Associate
Private Client
Jade qualified as a Solicitor in June 2015 and whilst initially practicing contentious probate matters, she now specialises in all matters relating to Private Client work. She acts for a very broad spectrum of clients in terms of age range and their needs at all stages of life.
Jade’s previous litigation experience has meant that she is recognised both within the firm and externally for her ability to assist and advise in connection with complex estate matters including where there are trusts, disputes or complicated tax considerations such as claiming Business Property and Agricultural Property relief.
Work highlights
DEED OF VARIATION
Advising a client with regards to a missing will of a relative and how the estate passed. Also advised the same client in connection with a double-death Deed of Variation resulting in inheritance tax savings for the estate of over £75,000
LIFETIME TAX PLANNING
Advising a couple with complex lifetime tax planning matters where they had already set up numerous lifetime trusts and utilised their inheritance tax allowances. Fully advised with regards to capital gains tax considerations as well as multiple issues relating to inheritance tax.
TAX IMPLICATIONS
Advising trustees in connection with an old accumulations and maintenance trust and the changes to the tax treatment of these trusts to the relevant property regime. Advised upon the tax implications of the trust coming to an end and administered the trust to the beneficiaries. Also advised the trustees on their obligations, duties and steps they could take to protect against personal liability.
Recent articles
Media spotlight
11/03/2024
Insights
The once lawful practice of remotely witnessing Wills is to be removed due to a surge in contentious inheritance disputes
20/02/2024
Insights
Three common scenarios that require registration with the Trust Registration Service (TRS) established by HMRC that you may have missed.
08/02/2024
Insights
Gifts to any charity in the EU or European Economic Area no longer qualify for a relief commonly granted to UK charities
29/01/2024