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Mike Westbrook - 																					Partner

Mike Westbrook
Partner

2 Queen Square
Bath BA1 2HQ

Partner - Private Client

A partner in our Bath office, Mike brings a wealth of expertise in the Private Client space. With a particular focus on providing strategic tax and estate planning advice, Mike works closely with high-net-worth individuals and families, entrepreneurs and business owners, farmers and landowners.

His particular specialism is advising clients on tax-efficient family wealth and business succession planning, and asset protection. This often involves preparing complex Wills, creating or restructuring trusts, and alternative wealth structuring options such as family investment companies and partnerships.

Clients also rely on him in probate and estate administration matters, as well as powers of attorney and court of protections cases.

Key Experience

Mike’s relevant experience includes:

  • advising a farming and entrepreneurial family on various tax and succession matters. This included Wills and gifts, entrepreneurs’ relief claims, restructuring ownership of family and business assets between a trust, partnership and company, and advising on the tax-efficient holding of development land
  • setting up a family investment company as a part of an inheritance tax planning strategy to hold a commercial property investment portfolio worth in excess of £7m
  • advising on the transfer of a light industrial estate and farmland worth £15m held by various family-owned entities to a company, to enable them to develop into a key logistics site
  • completing a Variation of Trusts Act application to extend the perpetuity and accumulation periods of two offshore trusts, which jointly own a landed estate in the UK worth approximately £12m. Subsequently advising on the partition of the estate between the trusts
  • advising on a complex estate following the death of a successful local entrepreneur.  Negotiating with HM Revenue and Customs on a number of complex issues, including the status of gifts made prior to death, business property relief claims and inheritance tax issues arising from a family company, administering various appointments of properties out of a Will Trust and drafting a complicated deed of variation
  • advising on the restructuring of the ownership of various properties and parcels of valuable farmland in order to resolve a family dispute and  related tax issues

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