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Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
- Commercial & Contract Disputes
- Company & Shareholder Disputes
- Construction Disputes
- Contentious Trusts & Probate
- Energy and Oil & Gas Disputes
- Injunctions & Emergency Interim Relief
- Financial Services Disputes
- Fraud & Asset Tracing
- Intellectual Property & Technology Disputes
- International Litigation & Arbitration
- Judicial Review
- Mediation & Other ADR
- Real Estate Disputes
- Public Procurement Challenges
- Tax Disputes
Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
Home » Case Studies » Balancing the needs of beneficiaries
Balancing the needs of beneficiaries
Completing IHT400 and application for Probate and administering estate of the deceased, who by her Will left her estate on a nil rate legacy trust and flexible life interest of residue. Liaising with beneficiaries of the trusts regarding their needs and advising trustees of both trusts regarding continuation of trusts and distributions or appointments out/winding up of trusts and the associated IHT and CGT implications. It was important to take into account the deceased’s letter of wishes and also weigh up the competing interests of the surviving husband and children from a previous relationship, to ensure that as far as possible, all parties’ needs were met and the deceased’s wishes were complied with.
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