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, l.anderton@warners.law
Chambers & Partners HNW Guide 2018
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 2017
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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As difficult as the task has been (at times) we have never once questioned our decision to move the Estate into your capable hands. You have been professional, caring, extremely knowledgeable, discrete - all the while providing expert guidance as we have traversed the minefield of various tax laws. The service and expertise from everyone at Warners has been excellent. Beyond our expectation (I had high expectations!) Perhaps the biggest compliment I can pay you is that I am actually disappointed that our dealings are near completion. Thank you for all your work it is very much appreciated.
"We have often been impressed with his detailed emails and his willingness to communicate readily when needs arise."
Commentators particularly highlight the firm for its approach to client service. "I have always found Warners to be highly efficient and professional in all respects," states an interviewee. Another source says: "Warners have a friendly but professional feel to their business. Individuals within the organisation tend to be able to communicate effectively and pass on relevant information quickly."
