Luke Roberts

Partner in Wealth Management and Estate Planning

A. E. Verona Cocks


Specifically


  • The preparation of Wills; advising as to the applicability of trusts, and tax implications generally;


  • Advising on and preparing Lasting Powers of Attorney with regards to property and financial affairs, health and welfare and their registration with the Office the Public Guardian;


  • Advising business clients with regards to Commercial Lasting Powers of Attorney, their benefits and implementation;


  • Assisting with the registration of Enduring Powers of Attorney;


  • Acting in Court of Protection Deputyship applications for property and financial affairs and health and welfare;


  • Assessing mental capacity for the purposes of Will preparation and Powers of Attorney, as well as significant gifting and planning;


  • Advising as to the use and applicability of Trusts; their creation, administration and cessation, as well as the tax implications at each stage;


  • The provision of holistic advice with regards to lifetime Inheritance Tax and Succession Planning;


  • Administering estates – providing a bespoke service to meet the client’s particular needs and requirements – whether that involves simply obtaining Grant of Probate, or filing the HM Revenue & Customs Inheritance Tax Account; dealing with specific elements of the Estate, or indeed its entire administration.

London 020 3745 6535 · Truro 01872 672072


Profile:

Luke has practised as a private client lawyer since 2006. Prior to joining Paddle & Cocks, Luke was a solicitor and partner with Hine Downing LLP.


Luke is a private client specialist who prides himself on developing strong relationships of trust with his clients. He works closely with his clients, their accountants and advisers to provide a truly holistic service. As a consequence, Luke is entrusted as part of their core team and is a solicitor whom they feel comfortable to approach and involve in their key decision making. This close working relationship gives Luke a detailed understanding of the client's needs and objectives.


Luke studied in Cardiff before returning to Cornwall to train and practice. When not in the office, Luke enjoys a quiet life in the country with his wife and daughters. Luke is a member of a local agricultural association,  and other community organisations.


Expertise:
Luke is an experienced private client solicitor and trusts specialist,  offering advise on asset protection and succession planning. He has been extremely effective in achieving successful outcomes for clients in the pre-death tax planning arena, as well as with post-death tax mitigation.


Luke has a broad range of experience in the preparation of Wills, Lasting Powers of Attorney,  Court of Protection Deputyship applications, Grant of Probate and Letters of Administration procedure, Estate Administration, Deeds of Variation and Intestacy.


Luke is a recognised specialist with regards to inheritance tax and capital gains tax planning; he has particular expertise and experience in advising and assisting High and Ultra High Net Worth Clients in their tax and succession planning. He has developed substantial knowledge and skill in advising and assisting clients with business and commercial interests, as well the agricultural and farming community.


Previous cases of Luke's which stand out as being particularly significant include dealing with a heritage application for an art collection of national pre-eminence; an acceptance in lieu application with the Department for Culture Media and Sport; Balfour-complaint Landed Estates planning exercises; HM Revenue & Customs revaluation and treatment appeals; and the management and Trusteeship of several large trusts, including an extremely rare Settled Land Act Estate.


More specifically, Luke has a specialist reputation for managing complex and disputed estates; he assists other firms in contentious probate cases and acts as a mediator and independent Executor and advisor. He has built a reputation with accountancy professionals as a true capital taxes specialist and collaborator. Luke prides himself in focusing on his clients’ desired outcomes, and working hard to help achieve  them.


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