John Grundy > Mills & Reeve LLP > Birmingham, England > Lawyer Profile

Mills & Reeve LLP
78-84 COLMORE ROW
BIRMINGHAM
B3 2AB
England

Position

Personal tax and estate planning including wills, trusts, family investment companies, powers of attorney, estate and trusts administration, inheritance and capital gains tax planning for both UK and non-UK cased individuals/families. Examples include advising a multi-national family on estate planning and structuring, including residence and domicile issues, creating excluded property trusts and protecting the family wealth through a combination of trusts and pre/post marital agreements; advising a successful business owner on the use and establishment of an unlimited liability investment company structure to mitigate inheritance tax, income tax and capital gains tax and protect the family wealth; will structuring for UHNW individuals with foreign, business and agricultural property, including liaising with lawyers in Spain, Australia and US over the course of the last 12 months; advising on trustee residence issues, including the application of the double taxation treaty with Australia.

Career

Trained SGH Martineau; qualified 2003; solicitor SGH Martineau 2003-04; Mills & Reeve solicitor 2004-06, senior solicitor 2006-08, associate 2008-13, partner 2013 to date. Current directorships: chairman of STEP, Birmingham.

Memberships

Society of Trusts & Estate Practitioners.

Lawyer Rankings

West Midlands > Private client > Personal tax, trusts and probate

The team at Mills & Reeve LLP excels at advising business owners such as family businesses, wealthy individuals, families and landed estate clients on the full range of estate planning and wealth structuring matters. The practice has been busy advising on family investment companies and is also adept at providing international estate planning and wealth structuring advice to families with properties and businesses as well as individuals who are abroad. Matthew Hansell and John Grundy are highly regarded for their work on a range of complex matters. Lucy Howard is another key figure along with principal associate Sarah Wood.