I trained at Ellis Peirs and Young Jackson and qualified in 1989; I have 25 years’ experience in private client work. I have spent virtually all of my career in private practice, although I spent a brief period working for two charities and also a firm of independent financial advisers.
I deal with complex wills, all aspects of trust and estate administration (including estates with a foreign element), preparation and registration of powers of attorney, wealth protection and planning. I have been appointed and acted as executor and trustee on many occasions. I much enjoy this area of the law and I am described as having a ‘very friendly professional style’.
I am a recommended lawyer in Legal 500 2019 and was described as ‘efficient beyond the call of duty, exceptional and proactive’.
BA – London School of Economics and Political Science
October 2014: Hodge Jones & Allen – partner
2010-2014: CKFT Solicitors (merged with Howard Kennedy Fsi) – partner
2007-2010: variously for two charities and an IFA in London
1986-2007: qualified at Ellis Peirs & Young Jackson and subsequently became a partner there and head of the private client department. EP&YJ merged with Darley Cumberland and became Cumberland Ellis Peirs and then Cumberland Ellis
“I really am grateful for your most prompt and professional service in carrying out my hasty instructions.”
“‘I would particularly recommend Nicola Waldman if you have a will or complicated estate/probate issues to contend with. In our case, at a very difficult time for us, she was sensitive, sensible, efficient and extremely kind. I’ve already recommended her to two friends and will continue to do so.’” A. Brown.
“Nicola Waldman has been handling our probate file. There are no words to describe how polite, efficient, thorough and pro-active she is. She is a top notch lawyer who combines modesty with rigorous knowledge of the law, and makes the complicated feel simple. Rare to find a lawyer of this Calibre.”
Just under two years after the threat of huge probate fee increases were dropped, they are back on the horizon. Instead of a flat fee of £215 for personal applications and £155 for solicitor applications, the fees will start at £250 for estates between £50,001 and £300,000 increasing to £6,000 for estates of over £2m. At its highest level, this is an increase of over 2,600%.
The Chancellor has written to the Office for Tax Simplification (OTS) asking them to review and simplify the inheritance tax (IHT) regime noting that it and the ‘system within which it operates, is particularly complex’. The OTS have been asked to look at the process of submitting returns, paying tax, routine estate planning and disclosure and the rules for gifting. So this is a very wide ranging review. At this stage, we have no idea when the report will be made and whether there will be any changes to the amounts of IHT that must be paid.