Theresa Mills

My Approach

I am often the first point of contact for trustees and beneficiaries of a variety of trust matters and aim to answer all enquiries as promptly as possible.

Areas of Expertise

• Trust Management and Administration
• Charitable Trusts
• Discretionary Trusts
• Life Interest Trusts
• Declarations of Trust
• Wills
• Lasting Powers of Attorney
• Obtaining Grant of Probate

Recent Work Includes

• Advising trustees on trust documentation including; deeds of appointment and retirement where trustees wish to be replaced and assignment of beneficial interests under a trust.
• Assisting in the administration of Charitable Trusts, including reporting to the Charities Commission and tax reclaims to HMRC
• Advising on the ongoing management of a multi-million pound Personal Injury Settlement Trust.
• Advising on Discretionary and Life Interest Trusts established under a Will.
• Preparation of 10 year anniversary Inheritance Tax returns on Discretionary and other Relevant Property Trusts.
• Advising on Deeds of Variation as a tax planning measure for generations of the same family.
• Drafting Assisted Purchase Property trusts to enable parents to lend money to their children when purchasing property with another individual

Professional Associations and Qualifications

• 1st LLB Honors degree Bournemouth University
• Post Graduate Diploma in Legal Practice (Distinction) Bournemouth University
• Qualified as Solicitor in September 2015