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Changes to Excepted Estates
Excepted Estates are those below the current Inheritance Tax (IHT) threshold in England and Wales.
Solicitor.
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Teams: -
Office location: -
Language:English
Assistant: Nicola Smith
Profile / Experience
Profile / Experience
Sophie is a solicitor in the Private Client Department and is based at our Shrewsbury office.
Sophie graduated from Cardiff University in July 2020 with a first class law degree before going on to study the LLM at the University of Law in Birmingham, achieving a distinction.
In her spare time Sophie volunteers as a leader with Girlguiding and coaches junior netball. She enjoys playing netball, going to the gym, running and binge watching Gavin and Stacey! Sophie grew up on a farm near Church Stretton and has lived here all her life.
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Knowledge
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Blog
Blog
Should I Update My Will?
We would all like to think that once our will has been drafted and signed, we don’t need to worry about it again. U...
Podcast
Should I be a Trustee for a Trust? – Edward Rees and Aimee Johnson
Edward & Aimee discuss the various types of trusts, pointing out what you'd potentially be responsible for as a trustee....
Podcast
I Just Want a Simple Will! – Emma Deering and Sioned Williams
People often contact us saying "I just need a simple will!" But often it turns out not to be the case. ...
Case Study
Inheritance Act Claim
The deceased was a businessman, who owned various properties and other assets. He also owned the family home, where he h...
Case Study
Seaman’s Will Upheld
Lanyon Bowdler acted on behalf of a claimant who successfully applied to the High Court to revoke a grant of letters of ...
Case Study
Contentious Probate Disputes
The team at Lanyon Bowdler successfully acted for a claimant whose partner died, without leaving a Will, so that his who...
Case Study
Testate Case Study
Claire acted on a will dispute claim on behalf of a widower, whose estranged wife had died leaving a Will giving the who...
Blog
Is My Will Watertight?
The short answer is no. However, there are a range of options available in order to mitigate the risk of family mem...
Blog
Private Client – Myth-busting
In many cases, clients have preconceived ideas about the law. This is especially the case when it comes to planning...
Blog
The Abolishment of IHT That Never Was…
The slashing of Inheritance Tax (IHT) in the 2023 Autumn Budget failed to materialise as anticipated by the media. ...
Blog
What Is a Health & Welfare Lasting Power of Attorney (LPA) and Are Medical Staff Bound By It?
A Health & Welfare LPA gives authority to an attorney(s) in relation to the donor's (the person who has created the...
Blog
Inheritance Wars (Episode 4)
This week’s episode of “Inheritance Wars – Who Gets the Money?” on Channel 5, featured the case of Brett McLean and...
Blog
Inheritance Wars (Episode 3)
This episode featured the disturbing case of Joan Blass and her daughter, Daphne Franks. Joan was an 87 year old wi...
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