LalitaK
About Me
Work & Experience
04/03/2017
Estate and Tax Planning Solicitor
Offering specialist tailored advice to UHNW individuals and families on tax planning matters including the formation, administration, and restructuring of their trusts and estate. Managing a range of clients with complex assets such as business property, overseas assets and private company shareholdings including clients in high-risk jurisdictions to promote inter-generational planning and inheritance tax mitigation. Tasks and responsibilities at RIAA Barker Gillette (UK) LLP include: • Advising on Inheritance Tax, Capital Gains Tax and Income Tax for trusts and estates. • Drafting trusts: discretionary, lifetime, discounted gifts as well as will trusts. • Drafting Wills, both UK and Sharia Compliant Wills. • Administering estates with: deceased non-domiciled status; multiple foreign properties; lifetime gifts. discretionary trusts; claims for reliefs and exemptions from inheritance tax. • Completing IHT Forms and liaising with HMRC regarding Inheritance Tax. • Working closely with Wealth Managers, Independent Financial Advisors and Accountants. • Directly assist the Head of Private client delegating tasks and supervising juniors. • Assisting the Family Team in drafting Form E, cohabitation and pre-nuptial agreements and other non-contentious documentation such as consent orders. • Participating in business development activities including drafting articles for the firm’s Website. • Creating and maintaining client records and KYC documentation with AML guidelines. • Investigating client's source of fund and source of wealth. • Conducting ongoing and interim risk assessments on clients and their KYC records.
05/05/2014 - 06/30/2016
Solicitor
Handled a varied caseload ranging between Commercial Litigation, Private Client, Commercial Property, Family Law and Immigration. Worked directly with two partners as well as with the firm’s international associations in the TRNC, Cyprus, Turkey, and India. Maintained strong working relationships with clients ranging from private individuals to national and multinational corporations. Carrying out client onboarding, ensuring complete adherence to all processes and guidelines to safeguard against risk. Producing Management Information reports to management to highlight objectives and results. Other tasks and responsibilities at Hugh-Jones LLP include: • Contentious probate matters include: Claim for revocation of grants; testamentary capacity; and financial provision I(PFD)A 1975 claim. • Drafting applications for: emergency injunctions; security for costs; registration of foreign judgements etc. • Advocating in application hearings at the High Court and the County Court. • Drafting statements of case: Claim Forms; Particulars of Claims; Witness Statements; Part 18 Requests; Part 36 Offers; Notices to Admit; Tomlin Orders etc. • Instructing third parties including Counsel and Single Joint Experts.