William Andrews
Solicitor
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Location
Reading
Profile
Services
William has been with Pitmans LLP since 2014. He trained and qualified at BDB Pitmans LLP, and is a solicitor in the Reading private wealth team.
William assists with a full range of private client matters including dealing with trust documents, powers of attorney, and the administration of both estates and trusts. He is particularly involved in the administration of estates and assists with the preparation of both complex inheritance tax calculations and tax returns for clients.
Career Highlights
- Dealing with the Estate of a HNW individual, which included multiple properties, shareholdings and bank accounts, including identifying and making a claim for Inheritance Tax Quick Succession Relief;
- Dealing with an Estate of a HNW individual where after much research it was found that the deceased had made multiple erratic gifts of differing amounts to his 10 family members in the seven years prior to his death. Ensuring that these were accurately reported to HMRC and the tax paid to protect the non-beneficiary executors from negative tax consequences;
- Dealing with an Estate of a HNW individual with a significant number of global assets, to include bank accounts (28), individual shareholdings (55) and investment portfolios (44), and ensuring that all existing monies were collected and available for distribution to the beneficiaries over the six year administration period.
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