Steele Raymond
MENU
Get in touch

About Bryony

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

  • Tax

    Inheritance tax and capital gains tax planning

  • Trusts

    Creation and taxation of trusts

  • Trust Administration

    Trust administration, preparation of trust accounts and tax returns

  • Wills

    Advice on and preparation of wills

  • Estates

    Estate planning and estate administration

  • Personal Tax Advice

    Personal tax advice and self assessment returns

  • Court of Protection

    Deputyship and other applications in the Court of Protection

  • Lasting Powers of Attorney

    Advising clients on Lasting Powers of Attorney

In Practice

  • Estate Planning

    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

  • Administration of an Estate

    Acting in the administration of an estate where a novel valuation approach was successfully used to reduce inheritance tax exposure on a property

  • Tax Issues

    Advising an estate and associated trust on various tax issues where there were large capital gains and non resident beneficiaries

  • Inheritance Tax

    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

  • Family Trusts

    Acting for the trustees of family trusts with a trust fund worth in excess of £30 million, advising on various capital gains tax and inheritance tax issues

  • Agricultural Relief

    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

Recommendations for Bryony

“I would like to thank you for the patient, efficient and diligent manner you have dealt with my mother’s estate.”

Private Client, Bournemouth

Contact Bryony

We will only use this information to handle your enquiry and will not share it with anyone else.

How can we help you?

Related News & Insights

Get in contact with Bryony

Contact Bryony