Guidance through even the most complex of tax issues
Trusts are subject to their own tax rules and there are many types of tax that can impact on trusts. Hart Brown’s team of trusts solicitors help you to navigate through these.
Capital Gains Tax can have an impact on trust funds. Our team of trust solicitors can advise trustees on the capital gains tax payable and we can help you to run the trust tax-efficiently.
Income tax can affect multiple types of trusts including life interest trusts and discretionary trusts. Our team of expert trusts solicitors can advise you on strategies for trustees to reduce as much as possible the income tax due.
Most new trusts are subject to Inheritance Tax (IHT) but there are different rules that will apply depending on the type of trust. Our team are highly experienced in advising on inheritance tax planning and over the years have saved our clients’ families hundreds of thousands of pounds in inheritance tax.
If you choose to dispose of any assets inside or outside a trust, our specialist trust solicitors will help you to consider the tax implications this will have.
To discuss any tax issue relating to trusts, call or email to speak to our specialist trusts solicitors.
Jordan is a Solicitor specialising in Wills, lasting powers of attorney and the administration of trusts and estates. He is based in the Trusts & Estates department in Guildford.
Jordan studied law at the University of Southampton, graduating in 2013. Whilst completing his LPC on a part time basis, Jordan worked in the firm’s quality and compliance department as the firm’s Chief Internal Auditor, before commencing his training contract in April 2016.
Having previously undertaken trainee roles in the Family and Residential Property departments, Jordan qualified into the Trust & Estates department where he completed his training.
What does Jordan regard as his specialism?
"The administration of estates and inheritance tax planning in equal measure. My experience of administering estates and calculating inheritance tax liabilities has provided me with valuable insight into how this particularly unpopular tax applies. This type of work has given me the tools to advise clients as to the steps they can take in advance to mitigate their exposure to inheritance tax. I pride myself on providing legal advice in a straightforward manner, cutting through the legal jargon. I always endeavour to work as efficiently as I can in order to provide the best level of service."
Jordan frequently receives great feedback from his clients:
"Just thought I’d email to say thank you really - it’s been a long 11 months but some of the horror stories I have heard from friends who have had to deal with these affairs makes us all realise how efficient and effective you have been so I'd like to thank you on behalf of all our family."
"“Thank you above all for all your exemplary and conscientious work on my mother’s estate, carried out with great patience and attention to every detail.”
“Thanks again for all your hard and conscientious work on the estate and then the will. You have made what could have been a stressful process extremely easy and constructive. I really appreciate the time you have devoted to helping me navigate this.”
"Hart Brown comes up trumps yet again"
“I appreciate your efforts and thank you for helping me to understand the process!”
"Thank you for your help, your ears will be burning, as I have been ringing your praises!!"
“Thank you for all your input, help and time - it has been much appreciated.”
“May I take this opportunity to thank you for your hard work and professionalism - it is a testament to all those who worked so hard on this case that it looks as though it will all be settled by the first year Anniversary. Quite remarkable!”
"I would like to place on record my appreciation of the efficient and quick service you have provided, particularly as I wished to have the new will in place before my departure on holiday."
A Partner based in Cranleigh, Louise is also Head of the Trusts & Estates team at Hart Brown and has extensive experience in a broad range of Private Client work.
Louise helps clients with all aspects of Private Client work and deals with the formation and administration of trusts, lifetime and post death planning and will drafting. She also works with other professional advisors to provide a complete package of advice.
Louise has considerable experience of applications for probate and estate administration often including complex issues and overseas assets. Additionally, she can help clients with Court of Protection matters including lasting powers of attorney and court applications for gifts.
"Louise Harrhy is highly experienced in probate applications and estate administration especially matters involving offshore assets. She is skilled in Court of Protection matters, including deputyships and lasting powers of attorney." (Chambers UK 2016)
"Louise Harrhy is a really driven and committed lawyer. She advises clients on a wide range of areas, including the creation of wills, the establishment of trusts and the administration of estates. Her work also incudes Court of Protection matters." (Chambers UK 2017)
Louise is also a member of The Society of Trust and Estate Practitioners.
Margaret is an Associate and specialises in wills, the establishment and administration of trusts, probate, tax planning, powers of attorney and court of protection work.
Margaret joined Hart Brown in 2017, bringing with her a wealth of experience to the Trusts & Estates department in Cobham. She has worked as a Private Client lawyer in Surrey for over 30 years, and is also a member of STEP and the Law Society Private Client Section.
Helen is a paralegal based in the Woking office and assists all solicitors within the Trusts & Estates team, dealing with Wills, Powers of Attorney, Estate Administration, Court of Protection matters, and Trust work.
Helen has worked in the Trusts & Estates area for over 8 years, beginning as a secretary in 2012, she then progressed to a paralegal role in 2015, and joined Hart Brown in January 2019.
Helen completed her law degree in Summer 2020, and is currently studying her LPC with a view to progressing her career and eventually qualifying as a solicitor.
Helen enjoys helping clients who may be going through a difficult time in their life, by lifting the burden of stress which can be felt, when dealing with the estate or affairs of a loved one.
What do Helen's clients say?
“I have really valued your calm and friendly approach at a time when I have been struggling with a range of emotions … Your guidance and support throughout the entire probate and estate administration process has really helped me to cope and I will always be grateful to you for this.”
“Thank for all your hard work - I know this case must have been very challenging at times - and a big shout out to Helen for her resolute positivity and patience..."