Michael Kusznir

WORK HISTORY

EDUCATION

SKILLS

ABOUT MICHAEL KUSZNIR

Leading Burnett & Reid’s Private Client team as we deliver for a diverse range of clients across the North East. Some of my experience: Charities Drafting and submitting charity re-organisation applications to OSCR in consultation with Trustees.EstatesWinding up Estates for clients with minimum Partner supervision and carrying this through with a robust approach to protecting the interests of the Estate.Proactively providing tax and Estate planning advice to beneficiaries.Social Care Cost PlanningApprising clients of the rules regulating social care costs and the opportunities to effect asset protection, including title transfers of heritable properties and the creation of Trusts.Trusts Ongoing management of Trusts, including meeting with investment managers, submission of TYAs, Exit Charges all with an awareness of tax consequences.Implementing the provisions of Wills establishing Trusts with consultation with our Financial Services teamAdvising clients on the opportunities of Trusts for Estate planning, particularly for those with complicated second marriages or relationships.WillsAdvising High Net Worth individuals on the Inheritance Tax implications of their Wills and providing proposals to mitigate Inheritance Tax.Regularly instructed to advise clients with complicated personal circumstances, including second marriages or relationships.TestimonialsGuiding Executors through the Estate process, having previously put in place deathbed Will:“Thank you for all your help with [X]’s estate, you have been an absolute pleasure to deal with and your guidance has been appreciated by us both.” – 31 March 2020 Advising clients with Trinidad and Tobago domicile on the implications of foreign domicile for UK Inheritance Tax purposes and how they should proceed given assets held in Jersey, Scotland and Trinidad: “Thank you very much for your very professional assistance. It was a pleasure getting things done with you.” – 30 March 2020.