Protecting Your Assets Archives

The Murfitt Principle after Kestrel Hydro and Caldwell: Continuing Challenges for Local Planning Authorities

15 June 2026

Recent cases

Wills and Succession Advice

Gráinne was instructed to review a high-value portfolio of land and business assets for a parks client, including leisure and renewable energy interests. She created flexible Wills designed to reflect recent family changes and accommodate future business developments.

Inheritance Tax & Succession Advice

Gráinne advised on inheritance tax and succession planning for a high-value park business, including potential tax reliefs across multiple assets and assistance with complex business valuations.

High-value estate Administration

Sue administered a £2.3 million estate with complex assets, including a Grade II listed property and valuable chattels. The administration involved working through extensive financial records to ascertain the assets in the estate. She navigated specialist valuations, historical documents, and cross-border beneficiary issues, ensuring efficient estate management.

Multi-jurisdiction Estate Administration

Sue successfully managed a complex cross-jurisdictional estate, securing probate in the UK and Isle of Man for a person residing in Spain.

Estate Administration

Administered a £2.2 million estate with 150+ shareholdings and complex financial records. Requiring detailed investigation Sue navigated the necessary work to establish applicable tax exemptions and ready the estate to be left to charity.

Significant Inheritance Tax Savings

Naomi recently advised on the administration of an estate left in trust involving over 70 charity and non-charity beneficiaries. Through strategic trust appointments, Naomi secured the reduced charitable IHT rate at 36%, resulting in a substantial tax saving exceeding £230,000 for the beneficiaries.

Agricultural Property Relief

Dealing with complex claims for Agricultural Property Relief, including on estates with multiple farmhouses, which require an ability to delve deeply into the technical detail of the law to support the claim.

Business Property Relief

Achieving successful claims for Business Property Relief in estates, resulting in a reduction of Inheritance Tax on one estate by nearly seven figures.

Unpicked Complex Trust Provisions

Advising on the technical detail of an unusual trust deed which involved deep research into the terms used by the settlor and their impact on trustees’ powers and duties.

Estate Administration and Tax Structuring

Assisting the Executors of a farming estate which contained numerous parcels of farmland. Careful thought was needed not only on the structuring of the Inheritance Tax claims but also the overall management of the estate administration with many of the family involved and little ready cash in the estate.

What our clients say

"She took the time to fully understand my situation… the whole will-writing process felt straightforward and stress-free thanks to her guidance. She is extremely knowledgeable, professional, and approachable, and I always felt confident that I was in safe hands… I wouldn’t hesitate to recommend her to anyone looking for expert advice and support."

"You excel in your profession and it was my good fortune to have crossed paths."

"I was very pleased with the service I received from Tozers with respect to making a Will through the National Free Wills Network. I found them to be very efficient, helpful and friendly."

"Matt is a kind, patient and professionally empathetic person, whom I would highly recommend if you suffer with high anxiety. He explains everything thoroughly… and is very helpful and efficient in his approach. Thank you so much Matt for all your advice and guidance during a sensitive and difficult process that we may face in life."

“The team takes the time to get to know and understand you and to ensure that you understand your options, making you think deeply about what it is you want or need. This is something I value.”

“Tozers are clearly very well-organised and understand the importance of good teamwork. I always feel that they have my interests at heart, and they use clear, simple language.”

"We highly recommend Sophie-Dominique... Her professionalism, knowledge of the law, friendly demeanour, and remarkable sense of humour make her an exceptional choice. Sophie-Dominique was a pleasure to work with..."

Matt

"I am very impressed with the very efficient and professional service I have received from Mr Graeme Manfield over many years dealing with a family trust. Graeme is efficient and professional and he is a great ambassador for Tozers, Exeter. Thank you."

Richard

"My mother's estate was efficiently dealt with by Naomi who was helpful and very approachable. Any questions were dealt with in good time and without difficulty. The process has been professional and inspired confidence, without being impersonal. Professionalism with a human face!"

Mr James

Protecting Your Assets

Accolades

Recent cases

Wills and Succession Advice

Inheritance Tax & Succession Advice

High-value estate Administration

Multi-jurisdiction Estate Administration

Estate Administration

Significant Inheritance Tax Savings

Agricultural Property Relief

Business Property Relief

Unpicked Complex Trust Provisions

Estate Administration and Tax Structuring

What our clients say

Latest insights

Protecting Your Assets

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Accolades

Recent cases

Wills and Succession Advice

Inheritance Tax & Succession Advice

High-value estate Administration

Multi-jurisdiction Estate Administration

Estate Administration

Significant Inheritance Tax Savings

Agricultural Property Relief

Business Property Relief

Unpicked Complex Trust Provisions

Estate Administration and Tax Structuring

What our clients say

Latest insights