Orlando is a private client solicitor in our Malton office with a particular emphasis on advising agricultural clients and family businesses. He qualified as a solicitor in 2013.
His practice includes preparing wills and Lasting Powers of Attorney, and administering deceased estates.
Orlando has broad experience of trust law, and works in the creation of trusts, and administering existing trusts.
In 2017 Orlando qualified as a member of the Society of Trust and Estate Practitioners (STEP). This qualification, involving four exams over two years, is a seal of quality for advice on wills and the administration and taxation of trusts and deceased estates. He regularly attends the Yorkshire STEP meetings for continuing professional development.
Further knowledge and experience is gained through membership of the Yorkshire Law Society and Agricultural Law Association.
All aspects of Inheritance Tax are covered by Orlando, particularly in the application and availability of Agricultural Property Relief and Business Property Relief. Orlando is well versed in advising farming families on how best to structure their affairs to make the best use of these reliefs, as well as Capital Gains Tax reliefs such as Entrepreneurs Relief.
With farmers diversifying into other activities such as furnished holiday lets, livery yards, wind farms and mobile phone masts, Orlando advises on the best way to structure these activities with a well-informed eye on tax planning and avoiding tax traps.
Orlando presents complex rules in simple language. He publishes regular articles in a local newspaper and gives presentations to groups such as NFU branches or audiences at agricultural shows.
Orlando specialises in the handing of wealth down between the generations, with a particular focus on family businesses. For the family seeking continuity for the future, he offers a broad suite of advice encompassing will drafting, tax planning, family farming partnership agreements, the advisability (or not) of making lifetime gifts, and setting up trust arrangements. He has a keen sense of the commercial realities affecting entrepreneurial clients. He will work closely with a family’s accountant and financial advisor to ensure a client’s affairs are seen in the round.
A particular issue for many farming families is the “two child problem” where wealth is locked up in farm land but only one child can continue farming. Orlando is experienced in advising parents on how to balance equality with securing a robust business with a long-term future. Protecting the farm’s assets requires a broad overview and a sympathetic understanding of a family’s dynamics and ambitions.
Mental capacity is becoming an increasingly important area of law and Orlando can assist with Lasting Powers of Attorney, deputyship applications, and preparing a business for mental capacity issues.
Orlando has experience of acting for charitable trusts, incorporating and registering charities, and advising on charity law. He has acted as a charity trustee.
Orlando is pleased to support annual Will Weeks for St Catherine’s Hospice and Ryedale Charities Together.
- STEP (Society of Trust and Estate Practitioners)
- Agricultural Law Association
- Yorkshire Law Society (Council Member)
You can connect with Orlando on LinkedIn here.