Paul Davies

Clarke Willmott

Paul Davies is a partner in the private client team of Clarke Willmott. He is a solicitor, a chartered tax advisor, and a member of the Society of Trust and Estate Practitioners, as well as being a chartered accountant (albeit no longer practising as such). He specialises in providing advice across the range of different tax and legal issues that face high net worth individuals, executors, and trustees.

Paul's work spans all areas of private client work, including wills, trusts of all kind, inheritance tax, succession planning, probate and estate administration, and lasting powers of attorney.

Paul acts as a professional trustee for a number of family trusts, and is also regularly called on to act as a professional executor.

Contributed to

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Would the full amount of the residence nil rate band be available where the value of the deceased’s

Q&A

This Q&A considers the availability of the residence nil rate band in cases where the value of the estate itself on death does not exceed £2m but where gifts were made in the deceased’s lifetime which bring the chargeable estate above the £2m threshold.

Private Client

Would the residence nil rate band (RNRB) and the transferable RNRB be available where an individual (W)

Q&A

This Q&A discusses when the residence nil rate band is available for a property that has been gifted and what the capital gains tax position is in relation to the uplift in value of a property.

Private Client

Would the residence nil rate band (RNRB) and transferable RNRB (or both RNRBs) be available where spouses

Q&A

This Q&A considers the availability of the residence nil rate band (RNRB) and transferable RNRB in the event that both spouses or civil partners die simultaneously.

Private Client

Would the residence nil rate band (RNRB) or transferable RNRB be available on either the first or second

Q&A

This Q&A discusses at which point the RNRB or transferable RNRB are available on the death of an individual.

Private Client

X owned shares in a private limited company which X sold and invested the net sale proceeds in other

Q&A

This Q&A considers the conditions for replacement business assets to qualify for business property relief from inheritance tax.

Private Client

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