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Specialism: Lawyers Non-contentious Trusts, Estate Planning
Company: Gilbert Stephens
Location: Exeter, England
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Gemma Shepherd currently has no Citywealth award
Average client size: Under £5 million
Fixed fee offering: Yes - Simple Wills are dealt with on a fixed fee basis
Number of offices globally: 1-5
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Assisted a client in reaching a beneficial agreement with their late father’s spouse and family without the need to issue proceedings. The disagreements were extensive and acrimonious. In taking a holistic approach by bringing in colleagues from all areas of the firms expertise we assisted the clients in obtaining the result they wanted with the added bonus of retaining the relationships within the family.
Advising executors in the administration of a HNW estate involving an agricultural property relief claim; Representing trustees in the setting up and administration of a trust where there is a complex family structure and competing beneficial interests; and advising a HNW client on their inheritance tax planning to maximise available reliefs and reduce the impact on their business a the time of their death.