Originally a corporate lawyer, Amanda moved to private client more than 20 years ago and has amassed a wealth of experience advising high net worth individuals on Inheritance Tax mitigation and Wills, and dealing with complex estates and trusts. She also advises on Lasting Powers of Attorney and applications to the Court of Protection.
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 graduated in law from Sheffield University in 1980 and was admitted as a solicitor in 1983. Amanda worked in the corporate departments at Elliott and Company (now part of DWF) and Addleshaw Sons & Latham (now Addleshaw Goddard) before joining Haworth Holt Bell in 1994 and switching to private client work. Amanda became a member of the Society of Trust and Estate Practitioners in 2007 and joined us in 2011.