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expertise: private capital

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expertise: private capital

At Martineau we set the very highest standard of expertise when undertaking all aspects of private capital work. Our aim is to provide a comprehensive and effective service that recognises and achieves the goals of the client and organises his affairs in a manner that is tax efficient yet provides the flexibility for continued enjoyment of wealth. We have been working with the private capital for over 170 years and have built both a regional and national reputation. The legal 500 acknowledges that "Martineau Johnson has an outstanding reputation within this field" and with no less than 10 of our team being members of the Society of Trust and Estate Practitioners (STEP) we believe our strength and depth of know how continues to grow and enhance the service we offer.

Our work includes:

  • strategic estate planning - bringing to bear a wealth of expertise in many vital tax issues, including detailed knowledge of the exemptions, reliefs and various tax planning schemes available

  • wills and living wills, with a particular emphasis on tailoring a will to meet current needs and minimise inheritance tax

  • probate and estate administration, offering specialist expertise in the handling of (sometimes sensitive) family issues, advising on the terms of wills or the application of intestacy rules as well as preparing for and obtaining grants of representation

  • trusts - in which we currently administer continuing trusts in excess of £200 million and are able to advise on the drafting and construction of settlements and trusts, the preparation and execution of ancillary documents and the duties and liabilities of trustees. We also act as trustees and deal with general administration

  • charities, for which we provide a specialist team of charity lawyers which looks after institutional and private charities with total assets in excess of £250 million. Ecclesiastical law is a particular specialisation

  • international advice on all aspects of trusts and estates, which may include complex issues of international law and taxation - not least the interpretation of double taxation treaties. We are also able to draw on the expertise of our international associates via Multilaw. Multilaw is an International association of legal practices giving us the ability to provide you with specialist advice where necessary in virtually any foreign jurisdiction in the world

Publications:

Dividing Line

key expertise:

Keith Dudley
Head of Private Capital Group, Partner
keith.dudley@martineau-uk.com

Hugh Carslake
Partner
hugh.carslake@martineau-uk.com

Ian Flavell
Partner
ian.flavell@martineau-uk.com

Mary Kaye
Partner
mary.kaye@martineau-uk.com

 

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