Our Legal Team

Robert Brindley

Managing Partner and Head of Wills and Inheritance Planning

01625 531676

robert.brindley@chlsolicitors.co.uk

Managing Partner and Head of Wills and Inheritance Planning, Lasting Powers of Attorney, Probate, Trusts and Agriculture

Specialist areas:

  • Inheritance planning
  • Tax mitigation
  • Asset protection

About me:

I am a the Managing Partner and Head of the Wills and Inheritance Planning, Trusts, Probate, Lasting Powers of Attorney and our Agricultural Departments.

I guide clients on the most appropriate and secure way to prepare their inheritance planning strategy bearing in mind opportunities to minimise tax payable and maximise asset protection.

I also assist clients during the often complex process of dealing with a family member’s estate, ensuring that matters are dealt with quickly and comprehensively and with an eye to obtaining any present and future available tax saving opportunities.

 

Key cases:

  • Asset protection in lifetime – Through careful planning, I helped a parent protect significant family money that was for their adult child from becoming an asset in that child’s subsequent divorce.
  • Tax savings in death – By keeping a watchful eye on tax saving opportunities, I saved a family over £145,000 in inheritance tax following the close deaths of two relatives.
  • Making a useless trust useful again – Approached by a family member who needed money from a trust where the sole trust controller had lost capacity to make their own decisions, I was able to convince the court to appoint a new trustee in an expedited and cost efficient manner.

Professional memberships

  • Member of the Society of Trusts and Estates Practitioners (STEP)
  • Fellow of the Agricultural Law Association

My top tip:

  • Keep it simple wherever possible.