Farida in an experienced solicitor and advises individuals and business owners on succession planning, preservation of wealth including mitigation of inheritance tax, the preparation of wills, estate planning and trusts.
She is a full member of STEP (Society of Trusts and Estate Practitioners) and provides advice and prepares lasting powers of attorney, and issues relating to mental capacity.
Farida also deals with a variety of elderly client matters and provides advice on planning for asset preservation.
Experience
Recent cases include:
- Advising and preparing wills for a ‘blended’ family to ensure children from separate relationships will inherit whilst ensuring that the survivor is protected during their lifetime and Inheritance Tax is mitigated
- Advising an elderly client who had concerns regarding long term care planning and assisting them in their estate planning to achieve the desired outcome whilst protecting their security
- Advising on and preparing declaration of trusts for cohabiting partners together with wills to coincide with their intentions post death whilst protecting the survivor of them
- Advising on the preparation of wills where there was a need to consider cross border estates, Inheritance Tax, a potential claim against the estate under the IPFDA 1975 ACT and where there was a vulnerable beneficiary and the requirement to include a trust structure under the terms of the wills
- Case experience with estate planning for a business owner in the preparation of complex wills, business succession planning including the creation of discretionary trusts
- Experience advising on lasting powers of attorneys for both property and financial affairs and health and care decisions to ensure that the authority to make decisions and manage clients’ affairs were given to the attorney of choice
- Experience with preparing wills for a farming family to include gifts to farming and non-farming children and to achieve equity with the consideration of life policies and gifts of non-farming assets.
- Experience with the preparation of deed of variation of a deceased’s estate to assist in the mitigation of Inheritance Tax and saving a considerable amount for the beneficiaries
Affiliations
- Full member of STEP (Society of Trusts and Estate Practitioners)
- Full member of the Association of Lifetime Lawyers
Related insights
In our line of work, things change constantly. From legislative developments to new legal precedents and more, we’re here to keep you up to date on the latest news. Below you’ll find our most recent news, in addition to advice on how to make your work life easier.