Daniel Williams (TEP)

Daniel Williams (TEP)

Solicitor, Private Client

Having previously worked as a mortgage broker for one of London’s top independent brokerages, Daniel trained at Latimer Hinks and qualified as a solicitor in 2011. Daniel is a fully accredited member of STEP (The Society of Trust and Estate Practitioners) and SFE (Solicitors for the Elderly).

Areas of practice:

Specialising in estate, wealth and tax planning as well as capacity related issues, Daniel regularly acts in probate matters, the administration of estates and trusts and advising and structuring arrangements for trustees and beneficiaries with asset protection and tax planning in mind.

Daniel is also experienced at acting for individuals and estates where there are business and farming assets and is equally adept with matters concerning capacity and applications to the Court of Protection.

Recent matters:

  • Acting for a family in receipt of a large inheritance to structure their arrangements with the protection of assets in mind for vulnerable beneficiaries and reducing their exposure to Inheritance Tax
  • Emergency application for Probate in a taxable estate and undertaking contemporaneous planning to reduce the immediate charge for Inheritance Tax
  • Advising trustees in relation to a personal injury settlement for a vulnerable beneficiary
  • Advising a young family in connection with inherited business assets