"Joseph was very approachable and explained things in a way we could understand. He got the work done as quickly as possible and replied promptly to our emails."
"Through the whole process, everything was handled professionally and in a timely fashion. Nothing was too much trouble for Joseph and any questions that we had were answered swiftly and succinctly."
"Joseph was so helpful in explaining the necessary pros/cons of our request in a very professional and correct manner."
Joseph Stoehr
Associate
As an Associate in the Private Client team, he specialises in advising on and preparing Wills, trusts and Lasting Powers of Attorney. He has considerable experience in dealing with all aspects of estate administration and obtaining grants of probate; he also provides lifetime and testamentary tax planning advice, including Inheritance Tax (IHT).
Joseph has acted for a broad range of clients and finds it particularly beneficial to get to know them, their families and any associated businesses to ensure that the advice is properly tailored to the circumstances, both now and with one eye on the future. He promotes effective planning across generations to better protect both the family and its wealth and to further mitigate the tax that could otherwise arise.
Joseph has a particularly good grasp of the new Residential Nil Rate Band IHT allowance, for which the majority of individuals can qualify in order to significantly reduce their potential IHT liability. There are, however, numerous barriers to overcome and circumstances in which the allowance (or part of it) can be lost. Joseph can help navigate these difficulties so as to maximise the amount that may be sheltered from IHT.
Outside of work, Joseph enjoys playing tennis and golf when the weather permits.
