Tom McInerney

Associate
Office:
  • Bicester
Phone:
01869 252761
Specialisms:
  • Wills & Probate
  • Dispute Wills and Trusts

Background:

  • Masters degree in law - University College London (2002)
  • STEP Diploma for England and Wales (Trusts and Estates)
  • Trained in London with a Legal 500 firm
  • Qualified as a solicitor in 2008 and worked in London before joining Spratt Endicott in January 2011. Tom was promoted to Associate in 2015
  • Has previously worked as a legal advisor at a major charity and the UN.

Work Highlights:

  • Primary areas of expertise are Wills, Trusts, Personal Taxation, Powers of Attorney and Administration of Estates.
  • Has dealt with Court of Protection matters including Lasting Powers of Attorney, Deputyship Orders and Statutory Wills as well as a range of contentious matters.
  • Recent cases include disputes over parenthood, validity of wills and claims under the Inheritance Act 1975.

Professional memberships, publications and interests:

  • Society of Trust and Estate Practitioners
  • Member of the Private Client Section of the Law Society
  • Tom is a recommended lawyer in The Legal 500 UK 2014

 

Case Studies

  • Substantial Estate
    A terminally ill client came to see us in order to discuss his (very large) estate. As he was not expected to live for more than a year it was not thought to be possible to make gifts of his estate to his family in his lifetime (generally speaking, gifts made within 7 years of death are taken into account by HM Revenue and Customs when calculating the value of the deceased’s estate).

     

    The client was keen to provide for his children from his first marriage but also wanted to ensure that his second wife (who was in her thirties and in good health) was provided for.

     

    The client left £325,000 to his children (which is currently the most that any individual can leave without incurring an inheritance tax charge), a cash sum of £200,000 to his wife and the remainder (almost £2 million) on trust for his wife for her lifetime on the basis that she would only be entitled to the income from the trust fund and to live in the house rent-free for the rest. 
     
  • Proof of Paternity for Spanish Property
    A client of Tom McInerney was the sole beneficiary of his father’s estate, who had not left a will. The client was born out of wedlock at a time when this was not considered to be socially acceptable and so his father was not named on his birth certificate. This did not cause a problem in England but the courts in Spain were not willing to transfer his father’s home to him without proof that he was indeed the only son of the deceased. They were not willing to accept the grant of letters of administration issued by the Probate Registry.

     

    Tom applied to the Family Division of the High Court in order to obtain a declaration of parentage (a devise more commonly used by mothers in order to obtain support from fathers for infant children than by men in their late sixties!). The declaration was then sent to the General Register Office in Southport which was prepared to issue a new birth certificate on the basis of the court order. The courts in Spain were then able to transfer our client’s father’s villa to him.
     

 

Testimonials

  • "Some of our requirements were complex to us, but were fully explained to us in a most professional, efficient and friendly way."

    Mr & Mrs Neil Harris
    Weston on the Green, Bicester, Oxfordshire
  • "We received a professional service throughout. We were always kept informed and updated and what we thought would be very complicated was kept very simple. Thank you."

    Mr M Honour
    Kidlington, Oxfordshire
  • "Very pleased with the polite and efficient manner the preparation of my Will was handled by Thomas McInerney. Everyone I have dealt with in your firm has been excellent."

    Mrs W
    Rugby

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