Victoria Mahon de Palacios's Service Teams
Victoria's practice includes all aspects of private client work. She has particular expertise in Court of Protection and elderly client work to include advising on applications to the Court regarding deputyship appointments and widening of deputy's / attorney's powers to deal with an incapacitated person's assets, mental capacity issues, Lasting / Enduring Powers of Attorney and protection of assets for vulnerable beneficiaries.
Victoria's general practice also includes advising on methods of mitigating inheritance tax and capital gains tax for both UK and non-UK domiciled individuals through lifetime gifts, onshore and offshore trusts and tax-efficient wills, together with advising on the administering of estates and trusts. Victoria also advises on the establishment of new charitable structures, charity mergers and variations to charitable trusts.
- Acting in a Court of Appeal case challenging the current legal test to assess mental capacity to enter into marriage.
- Making an application to the Court of Protection for the appointment of deputies to manage an incapacitated individual's financial affairs and a fast track application to obtain urgent interim powers to deal with certain assets prior to the granting of a deputyship order to protect the individual from financial loss.
- Advising a UK resident Swiss national on ways to reduce his exposure to UK inheritance tax, to include the setting up of an offshore trust, before becoming deemed domiciled in the UK.
- Successfully represented the claimant in the case of Austin v Woodward (Chancery Division) (20 July 2011), where the court granted an application for the rectification of a Will under section 20(1) of the Administration of Justice Act 1982.
Victoria qualified into the Private Client team in September 2006 after completing her training contract with Wedlake Bell. She has been named one of the country's "Top 35 Under 35" private client advisers in Private Client Practitioner magazine for 2011, 2013 and 2014.
Victoria is a member of the Society of Trusts and Estates Practitioners (STEP) and the STEP Mental Capacity Special Interest Group.
Victoria writes a quarterly column for the Solicitor's Journal on wealth management and is a contributing author to Lexis Nexis PSL's practice notes on Lasting Powers of Attorney and issues relating to elderly clients. Victoria has also contributed to publications such as the Law Society's PS Magazine regarding legal tests to assess mental capacity and Rothschild's Trust Review as well as being quoted in numerous articles in the press, such as the Financial Times and the Telegraph, regarding probate matters and asset protection.
Articles & Comment
30 Jun, 2016 | Victoria Mahon de Palacios
27 Jan, 2016 | Victoria Mahon de Palacios
Victoria Mahon de Palacios, Senior Associate in the Private Client team at Wedlake Bell, and a specialist in Court of Protection and elderly client work, discusses…Read More
19 Jan, 2016 | Victoria Mahon de Palacios
Victoria Mahon de Palacios, a senior associate in the Private Client Team, summarises recent developments in the wealth management industry, including the upcoming…Read More
21 Aug, 2015 | Victoria Mahon de Palacios
Victoria Mahon de Palacios provides a round-up of recent news from the wealth management sector, including a summary of the Finance Act 2015, a recent mental capacity…Read More
10 Apr, 2015 | Victoria Mahon de Palacios
In her regular column for Solicitors Journal, Victoria Mahon de Palacios rounds up recent developments in wealth management.Read More