Expert advisor on estate administration, will drafting, inheritance tax planning and Lasting Power of Attorney

Michael’s practice focuses on estate administration, wills, trust administration and Court of Protection work.

With nearly 20 years’ experience Michael ensures that his clients, both new and returning, are given the best possible advice and service.

Michael qualified as a solicitor in 2004.

Michael’s approach to each client, particularly those who are dealing with stressful and sensitive matters, is to deliver advice in a way that calms their initial worries while ensuring that such advice achieves the client’s objectives.

Michael’s particular expertise is in the administration of both simple and complex estates, and of high value and intestate estates.

He also advises on and drafts wills (mirror wills, life interest wills and discretionary trust wills), inheritance tax planning, trust administration, powers of attorney (general, lasting and trustee), receivership applications and other Court of Protection applications.

 

Work highlights

ESTATE ADMINISTRATION AND IHT PLANNING

Administration of ultra-high value estate (£60 million +) including extensive investment and property portfolios and including urgent, and successful, application for Grant of Administration Ad Colligenda Bona to deal with the same.


INTESTATE ESTATE AND MIDDLE EAST ASSETS

Administration of high value intestate estate after the sudden and unexpected death of testator involving employment benefits and assets in the Middle East


SECOND MARRIAGE ASSET PROTECTION

Advising on new wills, IHT planning and asset protection in anticipation of second marriage including the use of a series of trusts


HISTORICAL INHERITANCE TAX CLAIM

Successfully claimed the transfer of Inheritance Tax Allowance from an estate where the late husband of the deceased died in 1946


CHARITABLE RESIDUARY ESTATE ADMINISTRATION

Administered a high value estate with national Charities as Residuary Beneficiaries  so as to include dealing with the requirements of s119 of the Charities Act


INTERNATIONAL TESTAMENTARY DISPOSITIONS

Advised clients on the formal requirements of the law applicable under the HCCH convention on the conflicts of laws relating to the form of testamentary dispositions 1961 (Hague Testamentary Dispositions Convention)


Memberships and Associations

The Law Society

Affiliated member of STEP, with an advanced certificate in the administration of estates

Recent articles

Insights

25 Reindeers lead to Resident of the Month

A Guildford man who devised an ‘ingenious’ Christmas fundraising campaign for charity has won December’s Resident of the Month award.

10/01/2024

Insights

Deeds of Variation – can you change the terms of a will?

Whilst you cannot re-write someone’s will after they have died, there is scope for anyone who benefits under the will or intestacy to redirect their inheritance

18/07/2023