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CASE study

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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