Sonia Slater

Sonia deals across the entire Private Client spectrum from drafting simple Wills to setting up Trusts, dealing with Probates and Intestacies including preparing Deeds of Variation of both, preparing Lasting Powers of Attorney for both Health and Welfare and Property and Financial matters and providing estate planning to include advice on capital gains tax and ways to reduce inheritance tax on death.

Work highlights:

• – Involved in complicated calculations regarding “baseline amounts” and “merging of components” where 10% of a very large estate was left to charity in order to obtain a reduced rate of inheritance tax
• – Working with a firm of genealogists to trace missing beneficiaries in a intestacy (18 traced worldwide)
• – Advising on using “Letters of Wishers” to take advantage of the “7 year rule”
• – Obtained a UK Grant of Probate and realised UK assets in a foreign estate where the testatrix died in 1949
• – Advising in conjunction with an international tax specialist in a large estate involving the IRS (US internal Revenue Service) concerning domicile and residence issues

Position and Qualifications:

• – Consultant Solicitor – joined in 2012
• – GdLaw 1995 BPP Law School/LPC 1996
• – Qualified as a solicitor in 1997

Languages Spoken: 

• – English