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Jolyon Barton

Jolyon (Jo) is a partner at Gardner Leader in the Inheritance Protection team. Jo’s work includes inheritance tax and capital gains tax mitigation, wills drafting, creating and advising on trusts and their use in tax planning, administration of large and complex estates, court of protection matters and deputyships and lasting powers of attorney. Commercial and other property matters Jo has dealt with have included property transactions associated with tax planning and trusts, acquisitions and disposals including business premises, farms and residential property, options and development agreements, grant and renewal of commercial leases and property tax considerations. Within the partnership Jo is Inheritance Protection team leader and the firm’s Money Laundering Reporting Officer. · Gardner Leader LLP

EnglandTrusts & Estates, Tax

About

Partner at Gardner Leader who leads the Inheritance Protection team, advising on inheritance tax and capital gains tax mitigation, wills drafting, creation and use of trusts for tax planning, administration of large and complex estates, Court of Protection matters, deputyships and lasting powers of attorney. He also advises on commercial and other property transactions related to tax planning and serves as the firm’s Money Laundering Reporting Officer; he has been a member of STEP since 2000 and was Chairman of STEP Thames Valley Branch from 2012 to May 2015.

Practice areas

Trusts & EstatesTaxWills & ProbateCommercial PropertyPrivate Client

Office

Expertise

Inheritance tax mitigationCapital gains tax planningTrust creation and adviceWills draftingAdministration of large and complex estatesCourt of Protection and deputyshipsLasting powers of attorneyCommercial property transactionsProperty tax considerations