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Theresa Mills
Contact Details
Location
Charminster
Phone
Email

Theresa Mills

Solicitor
Specialist Sectors , Wills, Trusts & Probate

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
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