Amanda has many years’ experience of dealing with a wide range of matters, particularly for high net worth individuals.
Amanda is a member of the Society of Trust and Estate Practitioners (STEP) and has particular experience in dealing with Wills and inheritance tax planning, the administration of estates and trusts, powers of attorney and planning for the elderly.
Amanda is known for her approachable manner and her ability to express complex matters in clear and concise language.
Amanda has been working in the field of tax planning and the administration of trusts and estates for over 20 years and has extensive experience of high value and complex matters. Recent highlights include:
Advising a trust on an amendment to its powers to enable it to avoid the additional 3% stamp duty on the purchase of a £1.5m property as a home for the beneficiary, thus saving £45,000
Advising a farming family on their Wills including balancing up lifetime gifts (present and future)
Obtaining grants of probate in England where the deceased was domiciled abroad but had assets in the UK
Setting up trusts to enable grandparents to make gifts to grandchildren under the age of eighteen and utilise their income tax allowances
Making Wills for the parents of adult children where there were poor relations between the children, a family business and the possibility of grandchildren being disinherited
Dealing with the administration of an estate in excess of £1m where the deceased died 2 weeks into a 6 month building contract, and where she was a director of a family company, including advising on replacing her as a director and consideration of impact of family trust of shares on Inheritance tax and payment of dividends
Dealing with the replacement of trustees who had lost capacity.
Amanda studied Law at Sheffield University before working at Elliott and Company (now part of DWF), Addleshaw Sons & Latham (now Addleshaw Goddard) and Haworth Holt Bell. She joined Myerson in 2011.