Sue Adams

Sue Adams

Partner

Contact 01202 204561

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A brief introduction

Sue is the private client team leader and dual qualified as a chartered tax adviser as well as a solicitor. Sue is also a member of the Society of Trust and Estate Practitioners (STEP) and Solicitors for the Elderly. She holds a distinction in the STEP Advanced Diploma in UK Tax for International clients.

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Specialisms

  • inheritance tax and capital gains tax advice and planning (in particular for farming and business clients)
  • advising small business owners in relation to tax and succession planning
  • the creation and taxation of trusts
  • offshore issues, including offshore trusts and tax planning for non UK domiciled individuals
  • estate planning and estate administration
  • advising on and drafting wills
  • advising on charitable trusts and setting up charities
  • advising on and creating lasting Powers of Attorney
  • acting as deputy and attorney
  • making applications in the Court of Protection

In Practice

  • the winding up and distribution of assets from a life interest trust relating to a farm worth £4m
  • advising offshore trustees on the rebasing of trust assets for CGT in relation to distributions to UK beneficiaries
  • advising non UK domiciled individual in setting up excluded property settlement and relating tax planning
  • advising beneficiary and trustees of offshore trust on restructuring of trust
  • advising trustees of UK trust holding shares in offshore company with UK property in relation to proposed demerger and agreement between life tenants of trust
  • advising high net worth individuals regarding personal inheritance tax planning including setting up discretionary trusts for significant art works
  • advising on deeds of variation to reduce impact of inheritance tax on deceased’s estate

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