What can I do for you?
I advise on flexible, protective, and tax efficient wills and other structures. My experience is broad and my clients include wealthy individuals and business owners. Passing on the estate during lifetime or on death can raise a number of issues such as tax, control, the ability of the children to deal with the wealth appropriately or a child’s possible divorce. I help clients find solutions to these problems.
Supporting my clients’ ambitions
I worked with a business owner recently who had a majority shareholding in a family company. The family wanted to sell up. He would be very wealthy after the sale and intended to give away almost half of the sale proceeds. But he didn’t just want to give all the money to his children, they had their own company shares and were wealthy in their own right. Instead, he wanted to provide for his grandchildren by transferring the money into trust.
He was not aware of the limit on how much can be transferred into a trust during lifetime without triggering an inheritance tax charge; his plan wouldn’t have worked well at all. I advised him instead on an alternative strategy so he was able to give away half his shareholding without incurring an inheritance tax charge.
What do others say about me?
“Zahra Siddiqui is recommended for her ‘clear, jargon-free manner’”. Legal 500, 2012
“The legal knowledge is obviously there, but what makes the team stand out is that customers are at the centre of everything it does’. Chambers and Partners, 2013
“It may seem rather odd to say that I have enjoyed the process of making my will. Most of the reason for this is that it brought me into contact with Zahra Siddiqui. She is patient, intelligent, helpful and available. She is extremely professionally competent and has a wide understanding of the process necessary and the pitfalls possible in the process of producing a will. Both my wife and I are grateful to have had help from such an expert in her field.” Client comment
What else should you know?
I’ll get to grips with your concerns and objectives quickly. I’m approachable, enjoy developing long lasting relationships with my clients and will always go that extra mile to get the job done.