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.
If Richard is unavailable please contact, Eleanor Norman, 01732 747939, e.norman@warners.law
Chambers UK – High Net Worth Guide
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.”
Richard Theobald, at all times, has been exemplary in his dealings with us. 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. We have often been impressed with his detailed emails and his willingness to communicate readily when the needs arise. Finally, Richard has established good working relationships with the executors individually.
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.
"We have often been impressed with his detailed emails and his willingness to communicate readily when needs arise."
