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Penelope Munro - 																					Senior Associate

Penelope Munro
Senior Associate

2 Queen Square
Bath BA1 2HQ

Telephone
01225 340072

Senior Associate Solicitor - Private Client

Since qualifying as a Solicitor in 2001, Penny has been advising private clients through inheritance planning and matters that arise during the succession process. She is experienced in drafting wills and liaising with the Court of Protection to establish Lasting Powers of Attorney and register Enduring Powers of Attorney. With a deep understanding of tax, Penny helps her clients choose the most appropriate way to administer estates and trusts.

Penny has a particular interest in farming inheritance and more complex estates, and she supports the Agriculture Team with her breadth of knowledge in this area of law. Her strong understanding of HM Revenue & Customs has also enabled her to assist with non-UK domiciled cases.

Expertise

Key experience

  • preparing a will for an individual with assets owned in England and in Hong Kong considering the position of domicile and the administration of his estate following his death in respect of reproving the will in Hong Kong
  • successfully securing a Hong Kong domicile entitlement to reduce inheritance tax liability for executors of a will
  • acting as the executor of a farmer’s will. He was in partnership with his son, and the case involved liaising with the father’s accountant, preparing the full HM Revenue & Customs account for inheritance tax, and making claims for agricultural and business relief
  • preparing an application to the Court of Protection, by the attorneys on behalf of the donor, for the authority to make lifetime gifts in order to mitigate inheritance tax, which involved liaising with the Official Solicitor

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