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Wilkin Chapman LLP

THE MALTINGS, 11-15 BRAYFORD WHARF EAST, LINCOLN, LN5 7AY, ENGLAND
Tel:
Work 01522 512345
Fax:
Fax 01522 545803
DX:
11008 LINCOLN
Email:
Web:
www.wilkinchapman.co.uk

Imogen Holmes

Tel:
Work 01522 515973
Email:
Wilkin Chapman LLP

Work Department

Private client

Position

Partner in the firm’s Lincoln office, with eight years post-qualification experience in tax planning, estate and trust administration and mental capacity matters. Working knowledge of the Mental Capacity Act 2005 and o fhealth and social care legislation means that Imogen is often involved in complex applications to the Court of Protection for vulnerable young adults/the elderly, as well as healthcare meetings and challenges to local authority funding decisions/allegations of abuse. Current caseload includes a number of complex, high value estate and trust matters with contentious issues. Qualifications with STEP and ACTAPS gives Imogen a unique edge in dealing with these cases which require a detailed understanding of the legal position including the Settled Land Act, inheritance tax and the practical application of reliefs (APR/BPR and working farmers relief) combined with an approach that focuses on dispute resolution and the best outcome for clients. Imogen works regularly with other professionals in tax planning matters for business owners, clients with agricultural assets or families with complex needs to suggest and implement practical and dynamic solutions. Following a recent talk at an NFU seminar, the branch rep commented that it was ’the best I have been to in my NFU career ... ‘, and client comments include: ‘Main strengths ... accessibility, discretion, integrity, genuine interest in the client, anticipation of the client’s needs and a desire to resolve all legal issues as quickly and efficiently as possible’.

Career

Trained Wilkin Chapman LLP; qualified 2007; solicitor, senior solicitor, partner 2015

Member

STEP (full member); ACTAPS (associate member); STEP special interest groups: Mental Capacity, Cross-Border Estates and Contentious Trusts and Estates, Law Society Private Client Section

Education

Kesteven & Grantham Girls’ School; University College London; College of Law, Birmingham (1997 LLB (Hons); 2004 LPC; 2009 TEP; 2014 ACTAPS

Leisure

ParkRun, Active Pump, Newark reading group


East Midlands: Private client

Personal tax, trusts and probate

Within: Personal tax, trusts and probate

The ‘excellent’ team at Wilkin Chapman LLP is especially well-versed in estate planning, including issues in relation to family succession, asset protection, tax mitigation and mental capacity; and estate and trust administration. With its agricultural sector specialism, the client base contains a significant number of farming families, but also includes business owners and lottery winners in addition to vulnerable and elderly clients whom the group assists with care provision matters. Practice head Lisa-Jane Howes and  Imogen Holmes are the main contacts, with Sharon Plumtree, notary public Jim Judge and senior solicitor Emma Carr also recommended.

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