Paul Levy's Service Teams
Paul advises on a broad range of private client matters including the preparation of Wills and Trusts, administration of estates and succession issues for UK and non UK domiciled individuals, Lasting Powers of Attorney and possible ways to enable clients to mitigate their liability to inheritance tax and capital gains tax. Paul works together with professional advisers to provide comprehensive and practical advice to all his clients.
- Appropriating assets pregnant with gain towards charitable beneficiaries via declarations of trust to mitigate on-going capital gains tax liability on an estate.
- Advised couples of mixed domicile and residence with property held in the UK and overseas on wills, succession and tax.
- Advised on putting into place a number of life-time pilot trusts to mitigate the on-going tax charges associated with holding large sums of money on one discretionary trust for a high net worth individual who did not want to add to his children’s tax liability.
- Advises clients on the preparation and registration of Lasting Powers of Attorneys, registration of Enduring Powers of Attorney and applications to the Office of Public Guardian and Court of Protection for a Deputyship order.
- Advises on Administration of trusts of all types including the exercise of trustees' powers, appointment and retirement of trustees, winding up of trusts and advising trustees and beneficiaries generally on related tax issues.
Paul trained at Penningtons Solicitors and upon qualification in September 2011 moved to OGR Stock Denton LLP before joining Wedlake Bell in January 2014.
Paul is a full member of the Society of Trust and Estate Practitioners (STEP).
Articles & Comment
30 Jun, 2016 | Victoria Mahon de Palacios
19 Jan, 2016 | Paul Levy
When it comes to writing a Will, clients very often, quite understandably, want their Will to be as simple and as straightforward as possible. But where (amongst…Read More
04 Apr, 2014 | Paul Levy |
The Lord Chancellor, Chris Grayling, has formally approved the right of chartered accountants and legal executives to offer non-contentious probate services in England…Read More