Clive has over 25 years of experience dealing with Private Client matters. He was previously the senior partner of a firm of solicitors based in Chelmsford Essex, having been based there for approaching 23 years. Clive specialises in all aspects of Private Client work including the preparation of Wills, providing estate and Inheritance Tax planning advice often advising business owners and those with high net worth estates. Clive often advises on the interaction of client’s estates with Inheritance Tax allowances and reliefs to include Business Property Relief and Agricultural Property Relief. Clive has dealt with the administration of a large number of estates, many of them worth several millions of pounds. Clive also advises on and prepares Deeds of Variation so as to “re-write” the Will of someone who has passed away. He has frequently acted as an executor and trustee as a matter of course. Clive has also acted as a trustee in numerous ongoing trusts containing different assets. Clive is very open and personable and always makes it a priority to ensure that clients understand the more complicated areas of law as that may affect them. Clive is an expert in: Private Client
These are Clive Burrell's areas of expertise:
Background
Clive has been dealing with HM Revenue and Customs for well over two decades. He frequently prepares and submits Inheritance Tax accounts to HMRC, deals with subsequent queries and obtains Inheritance Tax clearance so executors can be sure that no further queries can arise. Clive deals with trust registrations and subsequent updates on HMRC’s Trust Registration Scheme.
Clive often undertakes Land Registry transfers, assents, severances of joint tenancies and prepares Settlement Deeds as well as assisting trustees with trust administration.
Clive’s regularly prepares and registers Lasting Powers of Attorney and carries out Court of Protection work to include Deputyship applications, Statutory Will applications as well as gifting applications where someone has lost mental capacity.
Many clients Clive has looked after over the years have had situations which have not been simple or easy to cater for, and he has always looked to deal with these with a long-term view so that the client and their family are put in the best position possible for the future.
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