Gillian Ibbotson (TEP)

Gillian Ibbotson (TEP)

Solicitor, Private Client

Gillian trained with Latimer Hinks, qualifying in 2008. She is a fully accredited member of STEP (The Society of Trust and Estate Practitioners) and SFE (Solicitors for the Elderly).

Areas of practice:

Gillian specialises in Trusts, estates and tax planning.  She is highly experienced in dealing with agricultural estates, succession and growth planning for clients with business and agricultural assets. She is able to assist in the preparation of Wills and Powers of Attorney and is adept at viewing a client’s position to pass wealth strategically through the generations of the family.

Recent matters:

  • Assisting senior members of a farming family to pass their interest in the business and farmland on to the next generation in a tax efficient and secure manner, while protecting their own position
  • Securing the Grant of Probate and dealing with the administration of a multi-million pound estate, undertaking extensive work to analyse and claim the maximum amount of Inheritance Tax relief possible
  • Reviewing a number of old policies written under Trust by clients many years ago, resettling funds on new, more favourable, terms where possible
  • Preparing Wills for clients maximising tax reliefs while protecting the farming/business assets and balancing the competing interests of farming and non-farming children