Nadia Cowdrey > DMH Stallard LLP > Brighton, England > Lawyer Profile

DMH Stallard LLP
47 Old Steyne
BRIGHTON
BN1 1NW
England

Work Department

Private Client

Position

Head of Private Client, Sussex

Career

Over 26 years of private client experience, Nadia specialises in Wills, Trusts, Inheritance Tax planning, Powers of Attorney and Probate. She is also cross-affiliated to the firm’s Contentious Trust and Probate team, drawing on her considerable private client experience and qualification as a member of the Association of Contentious Trust and Probate Specialists.

Nadia is a Trustee of various private and charitable trusts and has written a number of articles, most notably in the Law and Tax Trusts and Estates Journal.

Nadia qualified as a Solicitor in 1998.

Work highlights

Instructed by another firm of solicitors to advise on estates of a brother and sister who died in quick succession – identifying a tax planning opportunity to sign a double death Deed of Variation saving £154,000 Inheritance Tax.

Administration of a £15m estate including liaison with Corporate Team and Accountants to wind up two companies and appropriate properties to mitigate Capital Gains Tax.

Advised owner managed business on Inheritance Tax and business succession planning involving a Discretionary Will Trust to capitalise on Business Property Relief from Inheritance Tax; liaison with IFA regarding Key Person Life Assurance and Corporate Team regarding Cross Option Agreements

Lawyer Rankings

South East > Private client > Personal tax, trusts and probate: Kent, Surrey, Sussex

The ‘professional, experienced and efficient’ personal tax, trusts, and probate team at DMH Stallard LLP has recently been bolstered by its merger with private client firm Griffith Smith LLP. Split into the estate planning, trust administration services and estate administration teams, the department is headed up by ‘capable and experienced solicitor’ Lorna Fairbairn, who divides her time between London and Brighton. Nadia Cowdrey, who heads up the Sussex team, is cross affiliated with the firm’s contentious trusts and probate team, handling wills, trusts and inheritance planning. Leading the Surrey private client team is Michael Derrick, who specialises in the administration of estates and intestate estates, and is contacted for advice on Court of Protection issues and lasting powers of attorney. Other notable arrivals following the merger include Simon Rozzier in Horsham and Emma Weir in Hassocks.