Home office: Taunton
Emma is a Partner and Team Manager of the Private Client department and specifically heads up the deceased estate administration team in the Taunton office, as well as dealing with lifetime planning matters. Emma’s expertise includes: dealing with high value estates mainly involving some level of negotiation with the Revenue over the payment of inheritance tax and claiming relevant exemptions and reliefs; and advising clients on Will structures, Powers of Attorney and Deeds of Variation. Emma also deals with Death on Active Service exemption claims to save inheritance tax.
Emma studied a Law and Business Degree at Warwick University and joined Clarke Willmott in July 2004 after completing the Legal Practice Course at Exeter University. Emma was a paralegal before commencing her training contract in September 2006 and qualified as a Solicitor in March 2008.
Emma is a fully qualified member of the Society of Trust and Estates Practitioners (STEP).
Experience
- Obtaining the Death on Active Service exemption from the Ministry of Defence on the death of former servicemen/women who have sustained an injury/illness whilst on active service that has contributed/caused their death. This obtains a complete exemption of inheritance tax on that deceased’s estate.
- Reducing the value of a deceased’s estate by claiming:
- Agricultural and/or business property relief
- Gifts from normal expenditure out of income
- Proprietary estoppel and/or constructive trusts.
Articles by Emma
Wills & probate solicitors
Intestacy rules change but co-habiting partners still lose out
The position of both co-habitants and surviving spouses can be protected, and unplanned for inheritance tax bills avoided, by drawing up a Will rather than relying on “the one size fits all” provisions laid down by the intestacy rules.
Read more on Intestacy rules change but co-habiting partners still lose out
Wills & probate solicitors
Mutual Wills: should you have them?
We explore the pros and cons of Mutual Wills – Wills drawn up by at least two people, who agree not to alter their Will after the other dies. Call 0800 652 8025 for a free initial consultation. National firm – based in Birmingham, Bristol, Cardiff, London, Manchester, Southampton & Taunton.
Read more on Mutual Wills: should you have them?
Wills & probate solicitors
Death, tax and ISAs
Our specialists explain when inheritance tax is payable on ISAs and when it can be avoided.
Read more on Death, tax and ISAs