Bryony Davies

Bryony Davies

Associate and Taxation Technician

Bournemouth

Our Clients recommend Bryony...

Private Client, Bournemouth.

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

An introduction to 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.

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

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

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 £30million, 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
  • capital gains tax
    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

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