Kelly Greig

Partner - Head of Tax & Estate Planning

Kelly Greig

Partner - Head of Tax & Estate Planning


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I lead the Tax and Estate Planning team at Paris Smith and deal with all aspects of private client work including:

  • succession planning for business owners;
  • administration of estates with domestic and international assets including being appointed as independent administrator in complex and contested cases;
  • tax planning for high net worth individuals;
  • tax planning for those who lack capacity and through the Court of Protection;
  • international estate planning and international capacity issues;
  • expert witness on tax issues in relation to litigation matters;
  • advising on and implementation of family investment companies; and
  • financial abuse claims and litigation in the Court of Protection.

I work holistically with my clients and their other advisors to create a long term plan for succession, ensuring their needs are met in a tax efficient way and that they and their families are protected.

I am one of only 68 solicitors nationwide elected to the Office of the Public Guardian’s national panel of professional deputies. I therefore act as panel deputy for this area. In this role, I work with people who lack the ability to make decisions about their finances.

My cases typically need bespoke arrangements or remedies to meet a client’s particular needs. This can involve tax or trust advice, or setting up and managing medical or care support for someone who’s unable to manage their own affairs.

I have particular experience of unwinding home loan schemes and advising and setting up reversionary lease structures for inheritance tax planning.

I was the only legal professional on the Money and Pension Service’s Later Life steering committee, which was involved in shaping the future of later life planning in the UK.

Professional Memberships

  • I am a Council Member of STEP worldwide
  • Office of the Public Guardian approved panel deputy
  • Chartered Tax Advisor
  • Member of the Association of Contentious Trust and Probate Specialists
  • Member of Solicitors for the Elderly
  • STEP Advanced diploma in international succession and probate

Publications

  • Contributor and editing of Inheritance Tax Planning Handbook (The Law Society 2021)
  • Contributor to Elderly Client Handbook 6th Edition (The Law Society 2019)
  • Regular contributor to main stream media (the Times, ITV, financial times) and as well as industry press.

Reported cases

 

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