Bryony Davies

Bryony Davies

Associate

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A brief introduction

Bryony is dual qualified as  a solicitor and a tax technician.  She  acts for trusts and individuals in relation to tax efficient estate planning and family succession planning including the day to day running of many family trusts, tax compliance and preparation of accounts.

Specialisms

  • inheritance tax and capital gains tax planning
  • creation and taxation of trusts
  • trust administration, preparation of trust accounts and tax returns
  • advice on and preparation of wills
  • estate planning and estate administration
  • personal tax advice and self assessment returns
  • Lasting Powers of Attorney
  • deputyship and other applications in the Court of Protection

 

 

 

 

 

 

 

 

In Practice

  • advising a business owner in relation to estate planning involving complex corporate assets; co-ordinating with the Company and Commercial Team to ensure company shares were dealt with tax efficiently
  • acting in the administration of an estate where a novel valuation  approach was successfully used to reduce inheritance tax exposure on a property
  • advising an estate and associated trust on various tax issues where there were large capital gains and non resident beneficiaries 
  • involved in acting for Trustees to relieve substantial inheritance tax issues resulting from failure of other advisers to establish the trust outside of the scope of UK tax
  • acting for the trustees of family trusts with a trust fund worth in excess of £30million, advising on various capital gains tax and inheritance tax issues
  • involved in acting for a farming family in the administration of estate worth in excess of £20 million to ensure both agricultural relief and business property relief are obtained extensively
  • securing a large tax saving in providing technical capital gains tax advice to Executors on a rarely used tax relief on the sale of a residential property