In the press

The perks and pitfalls of testamentary charitable giving – Amelia Beringer and John FitzGerald’s article in Solicitors Journal

Ameila Beringer and John FitzGerald's article was published by Solicitors Journal on 21 December 2015

Written by Amelia Beringer, John FitzGerald
05/01/2016

The government’s reforms to the inheritance tax (IHT) regime announced earlier this year, with the introduction of a new main residence nil-rate band, have once again put IHT under the spotlight. At the same time, recent figures show revenue derived from IHT to be at a five-year high.

While the latest reforms could help ease the tax burden of many estates, sensible estate planning should still be encouraged at an early stage, especially as this new relief will taper away. For net estates over £2m the residence nil-rate band will be withdrawn at a rate of £1 for every £2 over the threshold.

Read the full article here

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Amelia Beringer

I graduated from Cambridge University (Robinson College), with a degree in Geography before obtaining an LLB from the University of Law. I then spent 18 months working at Surrey Law Centre in Guildford before joining Gordon Dadds as a trainee in September 2011. I now work in the Private Client Department and am a trustee of the Gordon Dadds Charitable Foundation. I am a student member of STEP and currently studying the STEP Certificate and Diploma in Trusts and Estates. When not advising clients, I can be found playing the bassoon, swimming, boating on the Helford River or watching London Irish play rugby.

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John FitzGerald

I joined Gordon Dadds in 2013, after reading Classics at Oxford and obtaining Master’s degrees at Oxford and UCL in Classical Archaeology and Forensic Archaeological Science respectively. I am a member of the Private Client and Dispute Resolution departments and specialise in trusts and estates work, including contentious probate, Inheritance Act claims and trust disputes. I am a student member of the Society of Trusts and Estates Practitioners (STEP) and achieved a distinction in the STEP Advanced Certificate in Trust Disputes. Outside of work, I enjoy horse riding, reading (crime fiction especially) and travelling.

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