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Trusts, Probate and Estates: Non-contentious

Simon is instructed in traditional private client work, including advising upon and drafting trust deeds and related documentation, advising upon estate administration and non-contentious probate matters and discrete tax issues connected with such matters.

Although much of Simon’s non-contentious work is confidential, Simon’s instructions in this area have included the following:

  • Advising trustees on the scope and exercise of their powers, their obligations to beneficiaries and appointments to, and the exclusion of, beneficiaries.
  • Advising upon new and existing trust deeds, and associated documentation such as deeds of release, deeds of appointment and deeds of variation.
  • Advising charitable trustees as to the scope of their powers and upon prospective applications to the Charity Commission.
  • Advising on momentous trustee decisions and the desirability of making applications to bless such decisions under the High Court’s Public Trustee v Cooper jurisdiction.
  • Advising on the history of the administration of trusts, and on the need for applications to court for directions.
  • Advising upon prospective applications under s. 57 of the Trustee Act 1925.
  • Advising on matters under the Settled Land Act 1925.
  • Advising upon and appearing in applications under the Variation of Trusts Act 1958.
  • Advising trustees and others upon connected tax matters such as UK IHT, CGT and SDLT.