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Band 2
Provided by Nadia Cowdrey
Nadia is Head of the Private Client team in Sussex. She specialises in Wills, Trusts, Inheritance Tax planning, Powers of Attorney and Probate.
Nadia has a particular interest in business succession planning and trusts for vulnerable beneficiaries. She is a Trustee of various private and charitable trusts and is a Director of the firm’s Trust Corporation.
Society of Trust and Estate Practitioners, The Law Society Probate Section, Association of Contentious Trust and Probate Specialists
TAX PLANNING
Instructed by another firm of solicitors to advise on estates of a brother and sister who died in quick succession – identifying a tax planning opportunity to sign a double death Deed of Variation saving £154,000 Inheritance Tax.
HIGH VALUE ESTATE ADMINISTRATION
Administration of a £15m estate including liaison with Corporate Team and Accountants to wind up two companies and appropriate properties to mitigate Capital Gains Tax.
OWNER MANAGED BUSINESS
Advised owner managed business on Inheritance Tax and business succession planning involving a Discretionary Will Trust to capitalise on Business Property Relief from Inheritance Tax; liaison with IFA regarding Key Person Life Assurance and Corporate Team regarding Cross Option Agreements
UK
Charity and not-for-profit
Planning for your disabled child's future: two trust options explained - https://www.ftadviser.com/protection/2024/10/28/planning-for-your-disabled-child-s-future-two-trust-options-explained/
POAT: understanding a tax that most people haven’t even heard of) and a further in Business & Accountancy Daily (Tax traps: gifting cash for a property purchase for children) - https://www.ftadviser.com/property/2024/10/30/poat-understanding-a-tax-that-most-people-haven-t-even-heard-of/
Tax traps: gifting cash for a property purchase for children - https://www.accountancydaily.co/tax-traps-gifting-cash-property-purchase-children
Provided by Chambers
Nadia Cowdrey heads up DMH Stallard's private client team. Cowdrey has extensive experience advising on wills, powers of attorney, probate and tax planning matters.
Provided by Chambers
Nadia Cowdrey has a knack of being able to explain complicated legal concepts in clear and easy-to-understand language.
Nadia Cowdrey is able to adapt to suit the people she is in front of. She does this while maintaining a commercial awareness of the work being undertaken.
Nadia Cowdrey has a knack of being able to explain complicated legal concepts in clear and easy-to-understand language.
Nadia Cowdrey is able to adapt to suit the people she is in front of. She does this while maintaining a commercial awareness of the work being undertaken.
Provided by DMH Stallard LLP
Not for Profit / Charity
Family Offices and High Net Worth