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0800 292 2000

Angela McMahon

Qualifications: Full member of the Society of Trust and Estate Practitioners (STEP) Qualified: 2006 Joined Jones Whyte: 2021
0800 292 2037 Bath Street

An experienced Private Client Solicitor, Angela is also a fully qualified financial adviser. She specialises in personal tax and trust planning for individuals and their families. Angela also has experience in advising families in relation to the setting up and administration of personal injury trusts. Angela has been involved in the following standout cases:

Advising the family in relation to establishing a Personal Injury Trust on behalf of their daughter in relation to a medical negligence claim. The award was in excess of £10 million.

Providing advice on various inheritance tax planning issues including the likelihood of Business Property Relief being available on Family Business, applying for a conditional exemption on the transfer of income-producing assets to the Heritage Maintenance Trust, reporting on an offer in lieu of inheritance tax and liaising with the Arts Council.

Advising the family in relation to adding family items to the collection on public display and liaising closely with the archivist and dealing with the queries raised by HMRC in relation to conditional exemption.

Angela 's areas of expertise

Angela McMahon

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