Areas of expertise
Trusts; Estates; Assisting Executors with Probate Applications; Tax advice on Wills; IHT planning
Ruth has looked after the tax affairs of family Trusts for over 25 years. Her clients include onshore and offshore trusts, charities and executorships. She advises trustees and executors on accounting, taxation and administration. She advises clients on the creation and winding up of trusts. She deals with probate matters, including the administration of estates and tax planning.
- Succession planning including trusts and the mitigation of IHT and CGT
- Advising on the implications of bringing an offshore trust back to the UK
Member of the Chartered Institute of Taxation (CIOT), Association of Taxation Technicians (AAT) and Society of Trust and Estate Practitioners (STEP).