Nicola Plant - Partner
Expertise:
- International tax planning: advice on residence and domicile, the UK tax treatment of foreign residents and domiciliaries, double taxation treaties and the uses and tax treatment of non-resident trusts and companies.
- UK tax planning: advice on inheritance tax, capital gains tax and other taxes relevant to UK individuals and trustees
- Wills: advice leading to, and the preparation of, English wills for UK and non-UK domiciled clients.
- International succession planning: advice on succession planning for clients domiciled outside the UK and for UK and foreign clients in relation to assets located in foreign jurisdictions.
- Probate: administration of UK and international estates and advice to executors.
- Trusts: advice to trustees and to beneficiaries on their rights, powers and duties.
- Agricultural property: advice in connection with agricultural property ownership and inheritance tax.
- Business assets: advice in connection with the ownership and taxation of businesses or assets used in businesses.
- Family business: tax and succession advice to families and trustees owning family businesses.
- Powers of attorney and Court of Protection: preparation and registration of powers of attorney, advice to attorneys, and advice on applications to the Court of Protection for deputyship, statutory wills and gifts.
- Charities: advice to charities and their trustees, on governance, incorporation, Charity Commission schemes, and Cy-pres
- Notarial: assisting with international transactions requiring a notary public.
Experience:
- Prepared wills, lasting Powers of Attorney, trusts and provided relevant tax and estate planning advice to several retired professional footballers and football managers.
- Advised couples on appropriate structures for wills and estate planning on a second marriage and where there are children from a previous relationship.
- Advised individuals who are either about to marry or are in the process of divorcing on the most appropriate structure for wills so as to protect beneficiaries and avoid claims against their estates.
- Advised entrepreneurs on tax efficient wills and other structures to maximise the availability of inheritance tax business property reliefs on death.
- Advised business owners on the transfer of shareholder protection insurance into trust for surviving shareholders and ensuring adequate provisions included within the shareholder's agreement to secure inheritance tax business property relief.
- Advised the trustees of a charity on the widening of its charitable objects to enable the charity to make substantial grants to other charities and to be wound up.
- Advised grandparents on the establishment of an education trust for their grandchildren.
- Advised and prepared a domicile opinion for a non-domiciled individual to enable further offshore planning to be carried out.
- Prepared powers of attorney for use in Spain, South Africa and various other foreign jurisdictions.
- Approved Law Society spokesperson and contributor to the panel of BBC Radio 4 Moneybox Live programme.
Career History:
- Qualified: 2000
- 2006 - 2011: Thomas Eggar
- 2011 - to date: Pemberton Greenish
Professional Memberships:
- The Law Society of England and Wales
- Society of Trust and Estate Practitioners
- Solicitors for the Elderly
- Charity Law Association
- The Notaries Society