James Greig Partner

Photograph of James Greig

Contact Details

“James and his team helped clarify the specific legal position in relation to my father’s will. He managed a difficult negotiation very effectively with great tact, and secured us an outcome that we’d never thought we could achieve. I would recommend James and Blake Morgan to anyone”

Mrs C Oxfordshire
James is head of the Wills, probate, tax and trusts team based in the Thames Valley. He specialises in trusts and high end probate and inheritance tax planning.

Main areas of expertise

James main areas of expertise are : Wills, probate and powers of attorney, Section 11 IHTA Maintenance Trusts, the creation, administration, restructuring and termination of Trusts, Will structuring and planning for business owners and Inheritance Tax planning.

Clients

His main clients are individual, third sector parties and charities.

Significant experience 

  • Two death bed tax-planning arrangement each saving six figure sums in inheritance tax
  • Successful claims for Heritage Property Relief
  • Advising the firm’s charity clients in relation to wills and legacy issues

Other expertise

Lectures: James is an experienced lecturer and trainer, running courses internally and delivering training to CIOT, accountancy firms and the Solicitors Regulation Authority. He has delivered training for supporters of major charity client serving those with disabilities.

Media: James has appeared on national Breakfast Television and been interviewed for BBC Radio Oxford and Jack FM.

“Highly regarded by peers and clients alike. ”

Chambers UK A Client's Guide to the Legal Profession 2016

“Focuses on trusts and estate issues, including inheritance tax planning.”

Chambers UK A Client's Guide to the Legal Profession 2015

Expertise

James’s Blog

Probate court fees and parking spaces – spot the difference!

The rise in probate court fees is a wealth tax by any other name, deemed affordable at a vulnerable time, on death. It has been brought in as a fee to avoid both the parliamentary scrutiny rightly required for tax and the PR fallout for politicians.

Tax returns, floods and a stray washing machine

Imogen, Henry and Gertrude, three English storms have wrought havoc in the days since 28 January. At the same time, in the stormy world of tax, Channel Four highlighted the world of tax avoidance again, hard on the heels of a week of Googletax-bashing.

Lord Lucan and the Presumption of Death Act 2013

A decision passed down by the High Court today has propelled the Presumption of Death Act 2013 into the headlines. The family of the notorious peer, Lord Lucan, has managed to obtain a death certificate 42 years after his disappearance

Articles by James

What an ancient Egyptian will has to tell us about inheritance today

Article

It is an old story and yet a familiar one. Naunakhte made her will with one predominant motive: to disinherit three of her children who had not looked after her properly.

Related Knowledge & Resources

Termination Payments: The end

On 10 August the Government published its response to a consultation on the taxation of termination payments. Lisa Wallis and Ruth Christy consider the Government's plans in more detail and their implications.

Could helping my child to buy a home financially benefit us both?

As property prices continue to soar across the UK, the dream of owning a home appears to be slipping away from a vast number of under 35’s. Unsurprisingly, the 'Bank of Mum and Dad' seems a very attractive option.

Treating mental health with mindfulness

Eve Piffaretti discusses why there is a strong signal for practitioners to consider mindfulness as an alternative approach to early intervention to prevent and combat mental ill-health.

Client Guide: Use of Discretionary Trusts

A guide to the reasons why it may not be desirable to leave assets directly to a beneficiary on your death.

Client Guide: Principal Duties of a Trustee

On accepting a position as a trustee, a person must be aware of the duties imposed on him by the trust deed and by statute. The following is a non-exhaustive overview of the principal duties of a trustee.

Client Guide: Discretionary Trusts

The discretionary trust is a very flexible form of trust.