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Case Studies

Private Client

Advice regarding contribution to house purchase

Advising our client on the options for structuring a significant contribution to her daughter’s house purchase without disadvantaging the other beneficiaries of her estate.

Private Client

Achieving fairness for a farming family

Estate planning for a farming family involving agricultural and business assets, with the aim to achieve fairness between their two children, where only one is involved with the farm.

Private Client

Gift and leaseback of main residence

We provided tax and structuring advice and drafted associated documentation for a gift and leaseback of our client’s main residence to a settlement for her grandchildren.




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