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.”
The question of funding care for the elderly was welcome among the five 'giant challenges' at the centre of Theresa May's speech launching the Conservative Party manifesto.
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.
The stormy world of tax, Channel Four highlighted the world of tax avoidance again, hard on the heels of a week of Google tax-bashing.
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.
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.
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.
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.
The discretionary trust is a very flexible form of trust.