Dominic Ribet

Dominic is an Associate in the private wealth team at Pemberton Greenish LLP. Dominic has a diverse practice acting predominantly for UK domiciled private clients advising them on all aspects of wealth planning including Wills, Probate, Mental Capacity, Trusts and Tax and with a particular focus on Charities and Philanthropy.

Expertise

  • UK Tax planning: advice relating to on-shore UK tax planning matters arising from high-net-worth individuals and entrepreneurs with a particular focus on philanthropy
  • Charities: advice about the establishment of new charities (including Charitable Incorporated Organisations and other types of charitable trusts and companies that were both grant making and/or service providing), their ongoing administration and advice about related governance issues, charity mergers and joint ventures and advice about philanthropic gifts
  • Wills: the preparation of Wills for UK and non-UK domiciled clients
  • Probate: administration of UK and international estates and advice to executors and beneficiaries
  • Powers of attorney and Court of Protection: preparation and registration of lasting powers of attorney, advice relating to complex mental capacity issues and Court of Protection applications and advising attorneys of registered lasting powers of attorney about their ongoing duties
  • Trusts: advice to trustees and to beneficiaries on their rights, powers and duties and advice about loans, appointments and the acquisition of residential property by trustees
  • Family business: tax and succession advice to families and trustees owning family businesses and about business property relief
  • Agricultural property: advice in connection with agricultural property ownership and inheritance tax
  • International tax planning: advice on residence and domicile, the UK tax treatment of foreign residents and domiciliaries

Experience

  • Advised an ultra high-net worth client about a series of significant philanthropic gifts and the creation of several new charities with specific charitable objects
  • Advised charity trustees about a proposed merger of their charity with another registered charity;
  • Advised charity trustees about a Charity Commission application for consent to an associated land transaction
  • Advised several clients about the establishment of new grant making charities involving multiple generations of the family with a family approved investment framework, dedicated sub-funds and a detailed donation policy
  • Advised several charities about their ongoing administration, addressing complicated governance issues and the preparation of a detailed ethical investment mandate
  • Advised a wealthy individual on a substantial charitable bequest to be made following his death to a number of registered UK charities which would reduce the rate of inheritance tax applied to his estate
  • Advised a successful entrepreneur about his Will, succession planning generally and associated tax planning strategies (with reference to available exemptions such as agricultural property relief and business property relief) and then the subsequently advised on the implementation of that planning strategy following the death of the client
  • Advised high profile clients about the guardianship arrangements of their minor children and their Wills
  • Advised clients about the impact of inheritance tax, capital gains tax and other taxes on UK individuals and trustees
  • Advised a number of clients about Lasting Powers of Attorney, including cases involving complex mental capacity issues and matters applications relating to deputyship appointments, statutory wills and gifts
  • Advised executors about the administration of a complex estate involving a family business and a farm business, which included advice about dealing with potential claims on the estate (under the Inheritance (Provision for Family and Dependants) Act 1975) and the preparation of the application for the Grant of Probate as well as subsequent post death tax planning by way of a deed of variation
  • Advised trustees and beneficiaries on their rights, powers and duties arising under significant dynastic trusts, including preparing trust appointments and ultimately terminating the settlement in question
  • Advised a number of entrepreneurial clients regarding the creation of new family trusts and the use of the normal expenditure out of income exemption from inheritance tax to fund those trusts
  • Advised a number of clients about the placing of pension benefits and life policies into trust

Career History

  • 2008: Trained and qualified at Forsters LLP
  • 2008 to August 2017: Senior Associate, Forsters LLP
  • Sept 2017 to date: Pemberton Greenish LLP

Professional Memberships:

  • Charity Law Association (Member)
  • The Law Society of England and Wales
  • Society of Trust and Estate Practitioners (Affiliate Member)
  • STEP Philanthropy Advisors Global Special Interest Group (Member)
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