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Richard advises Executors on the administration of estates and helps them to fulfil their duties to the beneficiaries of the estate and to H.M. Revenue & Customs. Richard also advises on how an estate can be restructured for inheritance tax planning purposes and provides assistance with capital gains tax planning during the administration period.
Richard helps clients to structure their affairs by advising on the preparation of their Wills to ensure that their wishes are implemented in a tax efficient manner on death. He also assists clients to plan for the future by advising them in relation to Lasting Powers of Attorney and helps relatives to apply to the Court of Protection in cases where a Lasting Power of Attorney has not been put in place.
Richard trained and worked in two Kent firms after graduating in Law with Politics at the University of Manchester. He joined Warners in 2016 and became a partner in 2018.
If Richard is unavailable please contact, Luisa Anderton, 01732 747939, [email protected]
Legal 500 – 2021
Richard Theobald is thorough, efficient and appreciates how expensive the legal profession can be.
Chambers & Partners HNW Guide 2019
One client calls Richard Theobald an “expert in wills, trusts and probate” and adds: “Richard is sympathetic and tactful and helped me understand, explaining the options that were available to me.” Another interviewee says: “Richard has been very helpful with informing us of anything we need to know by phone call, email or letter. As for his style, I can only say that I am very happy with the way he has conducted himself.”
Chambers & Partners HNW Guide 2018
Richard Theobald assists clients with will, probate and estate matters as well as powers of attorney and the establishment and management of trusts. He deals with the administration of complex estates and offers tax planning advice in relation to Inheritance Tax and Capital Gains Tax. “He’s absolutely fantastic, very knowledgeable and very helpful,” enthuses a client. “We have had total confidence in his handling of the whole process. In terms of his business knowledge, affability and responsiveness to any questions raised he is excellent,” adds another source. “We have often been impressed with his detailed emails and his willingness to communicate readily when needs arise.”
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May I add my thanks... for your expertise in guiding us through the maelstrom of tax and other matters relating to the estate settlement. You and the team have been excellent, especially as we are rather far flung.
I have recently been dealing with Richard Theobald and Sarah Fitz-Gibbon and their corresponding teams. Richard helped finalise an Estate following a close family members death and Sarah assisted with the conveyancing on a property sale. Dealing with Warners was a massive relief in terms of their assistance at a difficult time and their professionalism and knowledge was brilliant. It was very comforting knowing that we were looked after and all affairs were in good hands. I would highly recommend their services to anyone needing legal advice.
Richard Theobald is thorough, efficient and appreciates how expensive the legal profession can be.
