Amy Lloyd

As a specialist private client lawyer, Amy has a wealth of experience acting for ultra-high net worth clients with a focus on estate and tax planning, often with complexities such as a family business, international elements or following litigation.

Amy advises on a broad range of private client issues including estate, tax and succession planning and asset protection.

She has had numerous articles published in publications such as the Financial Times Adviser and The Gazette and is a full member of the Society of Trust and Estate Practitioners (which is recognition that she is competent in tax and private client work). Amy prides herself with explaining complex legal issues in an easy to understand manner.

Amy works alongside clients and other professionals such as accountants, financial advisers and overseas lawyers to assist with Wills, trusts, and personal taxes as they relate to estate planning.

Recent projects:-

• Preparation of tax efficient Wills that provide for business continuity, wealth protection and vulnerable beneficiaries
• Producing written reports identifying clients’ objectives, summarising inheritance tax exposure and creating an estate plan in line with the objectives
• Working with bereaved families on post-death estate and tax planning
• Creation of trusts prior to a sale of businesses as part of pre-sale planning
• Administration of multiple trust structures to include advice to Trustees on their powers, duties and tax reporting obligations
• Administering the UK assets of a cross border estate, resealing of a foreign grant of probate and working alongside overseas advisers to ‘iron out’ cross border jurisdictional issues
• Court of protection applications for sale of property authorisation, gifting authorisation, creation of a statutory Will and deputyship orders
• Planning for winding up of a longstanding trust that is approaching its perpetuity date, giving consideration to inheritance tax and capital gains tax implications