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New probate fees – stealth death tax for the middle classes
James Ward
"Very precise and experienced in international estate planning matters."
Legal 500 2018
FRENCH VERSION / VERSION FRANÇAISE
Joseph is a Senior Associate in the Private Client Team. He specialises in the administration of deceased persons’ estates (probate), with a particular focus on:
- estates that are complex and or
- which have an international element and or
- which have become contentious (he liaises with his Dispute Resolution colleagues on the latter).
He also advises upon the preparation of wills and lifetime gifts and inheritance planning to include the preparation and administration of trusts.
Joseph acts for executors, administrators, trustees and individuals seeking to plan their lifetime affairs.
He guides clients through the legal and tax complexities (inheritance and certain other taxes) arising during a lifetime and particularly upon death.
Joseph has conversational French and German which assist him in dealing with the international aspects of estates.
He regularly contributes articles and comment in the press and was recognised as a legal influencer and category winner for "Private client - Cross-border" in the Lexology Content Marketing Awards in Q4 2018.
Professional societies and memberships
- The Society of Trust and Estate Practitioners (STEP);
- The Association of Trust and Contentious Probate Solicitors (ACTAPs)
- The Private Client Section of the Law Society of England & Wales
Category winner and legal influencer - Lexology Content Marketing Awards in Q4 2018
