Experience and Expertise
Mark West has extensive experience in advising and acting for trustees, in contentious and non-contentious trust matters.
Cases and Work Of Note
- Acting for a landed estate on the rectification of erroneously drafted tax documentation to take advantage of transitional serial interest relief under the Finance Act 2006.
- Advising on trustees’ powers of advancement, the obligations of the trustees towards a specific legatee and the residuary beneficiary and the tax consequences of the exercise of the power of advancement.
- Advising on alleged breaches of trust by trustees of a landed estate, involving dealings with the Public Trustee under the Public Trustee Act 2006 and issues of the correct apportionment of expenditure between capital and income.
- Defending trustees threatened with an application to commit them for contempt of court.