Mr Kieran Mcivor
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

19 Cookridge Street
Leeds
West Yorkshire
LS2 3AG
United Kingdom

Practice Areas: Contentious trusts and estates, Estate planning/administration, Philanthropy, Tax, Trust planning/administration, Wills and probate
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Profession:
Lawyer/Solicitor/Attorney
STEP Qualifications:
STEP Diploma in Trusts and Estates - England & Wales
Firm:
Wrigleys Solicitors LLP
Branch/Chapter:
STEP Yorkshire
Committees:
Yorkshire Branch Committee
Biography:

Education
 
Durham University LL.B (Hons)                               Upper Second Class
 
College of Law (Chester) Legal Practice Course           Commendation
 
STEP Diploma - Administration of Estates
 
STEP Diploma - Trusts and Estate Accoutancy                Distinction
 
STEP Diploma - Administration of Trusts
STEP Diploma - Taxation of Trusts & Estates
Practice Areas
 
- Administration of High Net Worth Estates

- Administration of Estates with property and taxation issues in other EU countries

- Administration of large Agricultural Estates

- Dealing with Estates complicated by issues such as full or partial Intestacy

- Dealing with Bona Vacantia Estates and claims for reimbusement of costs from the Treasury Solicitor

- Negotiating with HMRC on Compliance enquiries including foreign property valuations and Heritage Exemption property

- Preparation of complex Wills including those with discretionary Will Trusts and IPDIs

- Tax planning including in relation to Inheritance and Capital Gains Taxes

- Care Fees planning together with associated Property work

- Contentious Private Client matters including contested Wills on the basis of testamentary capacity and/or undue influence, dealing with disputes between Residuary Beneficiaries and Executors and making and defending Inheritance Act (Provision for Family and Dependants) Act
1975 claims

- Lasting Powers of Attorney

- Court of Protection matters including Deputyship and Appointment of Second Trustee applications

- Creation of lifetime Trusts including Pilot Trusts

- Management of Trusts including advising Trustees on Income Tax considerations, liaising with Accountants, Financial Advisors and Stockbrokers, dealing with the appointment and replacement of Trustees and the wrapping up of Trusts

- Trust and Estate Accountancy

- Administration of Trust instruments

- Charity Law

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