Orlando is a Director in the private client team in our Malton office. His specialises in 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. Trust work includes the creation and administration of trusts, and advising on dismantling trusts.
Orlando holds a Society of Trust and Estate Practitioners (STEP) Diploma in Trusts and Estates and attends STEP meetings for continuing professional development.
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 lettings, 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.
Orlando can assist with Lasting Powers of Attorney, applications to the Court of Protection, and advising on business resilience in the event of mental incapacity.
Orlando has experience of acting for charitable trusts, incorporating and registering charities, and advising on charity law. He is a charity trustee of the York Glaziers Trust.
Orlando supports 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)
Orlando is supervised by Jenni Bartram - Senior Director.
You can connect with Orlando on LinkedIn here.