James Greig Partner
“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”
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.
His main clients are individual, third sector parties and charities.
- 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
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. ”
“Focuses on trusts and estate issues, including inheritance tax planning.”
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.
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
Historically the Labour party has favoured death duties (or Inheritance Tax as they have been known since 1984). What better way to redistribute wealth of the landed gentry than to collect it on death to save it from the undeserving children?
Articles by James
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
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.
Once we've formally extracted ourselves from the EU, what will this mean on death for people owning assets in Europe - or where one spouse is 'European' and the other is now not?
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.
Our Family team provide a helpful guide on what to expect at a Final Hearing in Financial Remedy Proceedings.
A guide to the reasons why it may not be desirable to leave assets directly to a beneficiary on your death.
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.