Richard Theobald > Warners Solicitors > Tonbridge, England > Lawyer Profile
Warners Solicitors Offices
BANK HOUSE
BANK STREET
TONBRIDGE
TN9 1BL
England
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Richard Theobald
Work Department
Private Client
Position
Partner
Career
Richard trained and worked in two Kent firms after graduating in Law with Politics at the University of Manchester. He joined Warners in 2016 and became a partner in 2018.
Richard advises Executors on the administration of estates and helps them to fulfil their duties to the beneficiaries of the estate and to H.M. Revenue & Customs. He specialises in the administration of estates benefiting from APR or BPR as well as those with sensitive family dynamics. Where relevant, Richard also advises on how an estate can be restructured for inheritance tax planning purposes and provides assistance with capital gains tax planning during the administration period.
Richard also helps clients to structure their affairs by advising on the preparation of their Wills to ensure that their wishes are implemented in a tax efficient manner on death. He also advises on inheritance tax planning during their lifetime and the steps that can be taken to mitigate any liability.
Richard also assists clients to plan for the future by advising them in relation to Lasting Powers of Attorney and helps relatives to apply to the Court of Protection in cases where a Lasting Power of Attorney has not been put in place.
Lawyer Rankings
South East > Private client > Personal tax, trusts and probate: Kent, Surrey, Sussex
Led by Mary Shaw, who specialises in estate planning advice for couples and families, the Tonbridge-based private client practice at Warners Solicitors fields an in-house tax team and also includes capital tax planning expert Philip Raggett. As a member of the firm’s agricultural and elderly and vulnerable team, Gail Hall advises on a range of matters including wills, lifetime tax planning, lasting powers of attorney and trust and estate administration issues. Richard Theobald advises executors on the administration of estates and restructurings for tax efficiency purposes, while full member of STEP Fiona Taylor deals with complex probate matters. Arshoo Singh joined the team from Weightmans LLP in September 2023.