Philip Allen Associate - S&T - Thames Valley
“Clients appreciate his empathy, understanding and dedicated approach to his work. ”
Philip specialises in providing inheritance and capital gains tax advice for individuals and trustees.
Main areas of practice
Philip's main practice areas include drafting appropriate Wills and creating or restructuring all forms of trusts to ensure the best solution for protecting assets and wealth. Philip also deals with powers of attorney and associated mental capacity issues.
He has experience of heritage and agricultural property and has acted for executors in the administration of various high value, complex, and sometimes disputed, estates, including dealing with private company shares and foreign property.
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.