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Jane Robinson, Associate (STEP) at Penningtons Manches
Areas of expertise: Charities

Profile

Jane is an associate in Penningtons Manches’ charities practice, specialising in the administration of estates and trust funds and principally acting for national and local charity clients. She deals with both straightforward and complex high value probate administrations, including those with overseas property or investments and literary assets, as well as heritage and significant digital assets. Jane also has experience in advising on poorly drafted wills, tracing assets (and beneficiaries) where there are limited estate papers, dealing with the correct taxation of an estate where the burden of tax has been misapplied, and drafting cy-pres/ Royal Sign Manual Direction applications on behalf of charity clients.

She has significant expertise in dealing with partly administered estates, either with the incumbent executors, or following an executor’s removal, including cases where a section 116 Senior Courts Act Grant application or the removal of an executor under section 50 of the Administration of Estates Act 1925 is necessary. She also advises on the varied legal and tax issues relating to bequests made to charities in order to resolve potential problems with estates or trusts. Her policy is always to attempt to deal with these issues before they become contentious while seeking a pragmatic and effective solution.

Jane is a full member of STEP, the world's leading organisation for private wealth professionals, a member of the Charity Law Association, and a Fellow of the Institute of Paralegals. She also belongs to the 'Contentious Trust and Estates', 'Charities (UK)', and 'Cross-Border Estates' STEP special interest groups. She has been mentioned in recent editions of both Chambers UK and The Legal 500.

Recent work highlights

  • Dealing with the day to day administration of a charitable permanent endowment trust, valued in excess of £1.8 million.
  • Acting for a number of charities in relation to their substantial entitlements under two complex estates (one offshore) valued in excess of £11 million.
  • Advising several national charities in relation to their respective interests under a large cross-border estate, comprising multiple assets in the UK, Germany and Spain (requiring a challenge against the deduction of inheritance tax contrary to a European Court of Justice decision).
  • Dealing with a complex landed estate valued in excess of £9 million, including high value personal chattels, livestock, investment property, and shares valued at over £1.5 million, the majority of which were unmanaged.
  • Dealing with a high value estate with considerable cross-border assets, including multiple properties in the UK and Italy.

Penningtons Manches LLP

Penningtons Manches LLP is a limited liability partnership registered in England and Wales with registered number OC311575 and is authorised and regulated by the Solicitors Regulation Authority. San Francisco is an associated office.

Penningtons Manches LLP