Jane has advised and represented clients in the process of will planning including the use of trusts for clients who are married, those who have not been married and clients in civil partnerships. Jane also acts for executors to deal with the administration of a will after death.
Jane’s experience involves will and trust planning advice for clients with significant capital and income and/or complex family circumstances. She also advises clients with international assets to address the issue of domicile.
Jane will also deal with Inheritance Tax advice and the use of trusts to ensure all the available reliefs are utilised.
In particular, Jane will offer advice for individuals with qualifying business assets (Business property Relief) and home owners (the new Residence Nil Rate Band relief) in addition to the general inheritance tax reliefs. Jane has been involved in cases to utilize tax planning opportunities after an individual has died through the use of deeds of variation. This can result in a significant saving for the family where applicable.
As a solicitor for the elderly, Jane has in depth experience in dealing with vulnerable individuals including advice around the Mental Capacity Act 2005 and care fee planning.
Training & employment experience
Jane Gray was awarded a first class joint honors degree in History and Philosophy (Cardiff University 1995).
She then completed the law conversion degree, followed by the legal practice course at Chester College of Law (1998) and completed her training contract in Northamptonshire. She then went on to become an Associate Solicitor at that firm.
Jane moved to Manchester in 2002 and continued to work as a consultant whilst raising her family.
To continually develop her interest in trust planning, Jane completed the Society of Trust and Estate Practitioner examinations in 2009 (STEP) and became a fully qualified STEP member. STEP is the global professional association for practitioners who specialise in family inheritance and succession planning.
Jane is also a qualified Solicitor for the Elderly (SFE) having completed the written submissions in 2011. SFE (Solicitors for the Elderly) is an independent, national organization which provides specialist legal advice for older and vulnerable people, their families and carers.
Jane then joined Stowe Family Law in November 2013 to set up the Private Client side of the practice.
Jane is an active member of the Law Society Private Client Section, a community for practitioners in wills, probate, financial and tax planning, trusts, mental capacity and estate administration.
Jane will listen to what the client wants to achieve and provide the legal context to make that happen in an efficient and friendly manner.