Chambers Review
Provided by Chambers
Private Wealth Law - Southampton and surrounds
What the Team is Known For
The team at Trethowans advises on a range of private client matters, including wills, probate, estate administration and trusts.
Private Wealth Law
High Net Worth Guide 2024 : Southampton and surrounds
Band 2
Ranked lawyers
Department profile
Trethowans LLP
Department profile | Trethowans LLP
Private Wealth Law
About
Provided by Trethowans LLP
Types of work handled
- Tax planning and mitigation
- Creating and administering trusts
- Preparation of wills and powers of attorney
- Probate and estate administration
- Estate planning
- Court of protection
Categories of clients
- High net worth
- Landed estates and rural business owners
- Vulnerable clients
- Entrepreneurs directors and shareholders
Recent work highlights
- Helping clients mitigate inheritance tax by making maximum use of the exemptions available to them and setting up trusts and tax efficient wills.
- Complex estate administration where there were over 30 beneficiaries, each receiving different entitlements and over 100 different shareholdings and properties.
- Assisting trustees in negotiating with HMRC where the trustees did not realise they were obligated to complete tax returns to HMRC and therefore had not done so for over 10 years.
- Successfully obtaining agricultural property relief and business property relief for several clients.
- Successfully claiming the inheritance tax exemption for gifts out of income.
- Preparing Wills where there has been a second relationship to protect the surviving partner whilst guaranteeing assets will pass in the long-term to the children of the first marriage.
Specialisations
- Protecting family wealth
- Intergenerational planning
- Vulnerable adults
- Mitigating tax liability
- Business assets
- Agricultural assets
Strengths
Provided by Chambers
Slide 1 of 2
Trethowans have handled any requests, including unusual ones, well. They are always ready to help and respond quickly to queries.
They are very competent at dealing with more complicated matters relating to tax and estate planning. They are proactive and efficient.
Slide 2 of 2
Trethowans managed all of our projects well and against time pressures, providing updates throughout.
Trethowans have handled any requests, including unusual ones, well. They are always ready to help and respond quickly to queries.
They are very competent at dealing with more complicated matters relating to tax and estate planning. They are proactive and efficient.
Trethowans managed all of our projects well and against time pressures, providing updates throughout.
Notable Practitioners
Provided by Chambers
Mihiri Gajraj
Mihiri Gajraj has an outstanding reputation. Gajraj advises on complex estate planning and administration matters and has experience advising on cross-border issues.
Mihiri's knowledge is unquestionable. She is really agile-minded in complex client situations. She is very responsive to new enquiries and does not ever drop the ball.
I regard Mihiri Gajraj as an outstanding professional.
Mihiri provided excellent service and support.
Mihiri is a pleasure to work with. She's client-focused, diligent and able to break down the complex to drive great client outcomes.
Adam Scott
Adam Scott heads up Trethowans' private client team in Bournemouth. Scott is well regarded for his private client expertise.
It is always a pleasure to deal with Adam and I have the utmost respect for him.
Adam is a skilled and diligent professional. Adam's knowledge and understanding are excellent across all areas and he is a pleasure to deal with.
Ranked Individuals at
Trethowans LLP
Provided by Chambers
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Southampton and surrounds
Members
Provided by Trethowans LLP
Adam Scott
Amy Gardner
Ana Dilling
Bernadette Bendall
Claire Radigois
Daniel Karsten
Emily Jordan
Head of Department
Paula Arnold
Richard Dollimore