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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