Biography
Jonathan is an experienced private client solicitor. He advises clients on a wide range of private client work including wills, powers of attorney, estate administration and succession and tax planning that includes the formation of trusts and their ongoing administration.
Jonathan has a particular specialism in succession and tax planning for farmers, landed individuals and business owners and is a Fellow of the Agricultural Law Association.
Due to a strong background in property related law, Jonathan is also able to call upon that experience to bring an holistic approach to his advice.
Relevant experience
- Private client: Advising on Estate Administration to successfully claim Agricultural Property Relief and the preparation of a complex Deed of Variation to create a Trust as part of the family's ongoing Inheritance Tax planning.
- Private client: Advising on Estate Administration including successfully claiming Agricultural Property Relief and on the subsequent sale of the farm advising on mitigating Capital Gains Tax liability for the beneficiaries and preparing Deeds of Appropriation.
- Private client: Acting for a farming family in a complex division of parts of the farm including land and buildings between the family for tax planning purposes, which included granting and reserving suitable rights.
- Private client: Providing succession and tax planning advice to a predominantly farming business that included diversified elements so as to claim both Agricultural Property Relief and Business Property Relief. Working closely with the client’s accountant, the advice included the preparation of a Partnership Agreement.
