Moore Kingston Smith is uniquely placed to assist Executors or Administrators of an estate as our tax and legal specialists work collaboratively to make the process as efficient as possible. Mahendree Naidoo, a senior solicitor with over 14 years’ experience of helping clients to administer estates, oversees all probate matters. The tax aspects of the estate is supervised by Lynne Rowland, a partner in the firm.
Mahendree Naidoo – Director and Head of Private Client Legal – £390 per hour plus VAT
Mahendree has over 14 years’ experience in advising families and individuals with preparation of wills; inheritance tax and lifetime planning including lifetime trusts; powers of attorney and the administration of deceased estates. Her experience covers work in these areas internationally, as well as in the UK. Mahendree has experience in administering estates with assets outside of the UK, namely South Africa; Australia; Canada; United States of America and Hong Kong. She is Head of the Private Client Legal team at Moore Kingston Smith and works closely with the firm’s tax advisers and other professionals to ensure that clients receive a seamless service which covers all their tax and legal needs. Originally from South Africa, Mahendree is dual-qualified as an Admitted Attorney of the High Court of South Africa and a Solicitor of England and Wales. Mahendree spends are time equally between administration of estates and advising clients on their Wills and estate planning. She is known for her empathetic approach and finding the best solutions to suit her clients.
Richard Burgess – Solicitor – £190 per hour plus VAT
Richard studied French and Italian at the University of Warwick before completing his Graduate Diploma in Law and Legal Practice Course with the College of Law, now the University of Law. Richard qualified as a solicitor in 2014 and has since assisted many clients from the very beginning of a complex estate to bring the matter to an efficient and timely conclusion.
Richard typically spends half of his time attending to probate matters and the remaining half preparing and addressing matters relating to Wills, various forms of trusts and lasting powers of attorney.
William Hilliard – Paralegal – £95 per hour plus VAT
Will studied History at the University of York and then went on to complete the Graduate Diploma in Law and Legal Practice Course at the University of Law’s centres in York and Leeds respectively.
Will supports the fee earners in our private client legal team with their work on the administration of estates and the drafting of wills, trusts and lasting powers of attorney. Approximately 70% of Will’s time is spent assisting with probate work.
Lynne Rowland – Partner – £530 per hour plus VAT
During a tax career spanning over 30 years, Lynne has spent the majority of her time advising individuals rather than corporate entities. Lynne is CTA and ATT qualified, as well as completing her Financial Planning Certificate and successfully attaining her Certificate in Probate and Estate Administration Certificate in 2014 as an early advocate of the joint SRA/ICAEW initiative. Lynne works closely with the legal team to ensure that clients receive the joined up legal and tax advice they need when considering inheritance tax, later life issues generally, trust and estate planning and probate.
Claire Roberts – Senior Manager – £300 per hour plus VAT
Claire qualified with the Chartered Institute of Taxation in January 2013 and has worked in private client tax services for over nine years, advising a diverse range of clients including individuals, partnerships and trusts and estates. Claire obtained her Certificate in Probate and Estate Administration in December 2017 and now increasingly assists the legal team in dealing with probate matters.
Claire spends the majority of her time advising clients on a wide range of areas such as succession planning, asset protection and domicile and residency planning whilst the rest of her time is spent overseeing tax compliance.
Frances Hume – Assistant Manager – £195 per hour plus VAT
Frances studied Accountancy with Finance at the University of Glasgow before qualifying with the Association of Taxation Technicians in January 2014. In July 2017, Frances obtained her Certificate in Probate and Estate Administration and has since assisted with the tax aspects of probate work and estate administration.
Frances qualified with the Chartered Institute of Taxation in July 2018. As a member of the private client services team, Frances advises clients on tax compliance and planning as well as succession planning and residency issues.