Partner, Inheritance Protection
Robert is a Partner in the Inheritance Protection Team.
Robert qualified in 2000, joined Gardner Leader in 2002 and became a partner of the firm in 2009.
Robert advises clients on all aspects of their inheritance planning including trusts, wills, inheritance tax, estate administration and lasting powers of attorney. He specialises in advising clients on trusts and regularly helps clients establish new trusts as well as to administer existing trusts. He frequently acts as professional trustee and executor.
Robert’s role is frequently that of a trusted adviser and he works closely with his clients and other lawyers in Gardner Leader to ensure that the client receives the legal advice they need.
Within the partnership, Robert’s role as Client Satisfaction Partner means that he is responsible for ensuring that clients are fully satisfied with the service they receive from Gardner Leader.
Inheritance Protection Experience
- Acting as trustee for complex high value family trusts (£20-£30m)and liaising between the trustees and other professionals (wealth managers, accountants and agents).
- Acting as trustee for a high value trust with cross-border issues. This role includes liaising with wealth managers, overseas lawyers and accountants.
- Advising trustees of several different trusts on the re-settlement of funds within the trusts to ensure that different beneficiaries’ best interests are met by the trustees.
- Acting as executor in estates with complex assets, substantial inheritance tax liabilities and overseas assets.
- Advising on deeds of variation to ensure inheritance tax liabilities are minimised. In particular making use of inheritance tax reliefs – APR, BPR, residence nil rate bands etc.
- Working with the lawyers in Gardner Leader’s litigation team to establish compensation protection trusts for beneficiaries of compensation payments following personal injury claims.
Legal Directories and Awards
In the 2019 Legal 500 Rankings, Robert was highlighted as being “very friendly, knowledgeable, calm and excellent with clients”.
Memberships and Professional Bodies
- Full member of the Society of Trust and Estate Practitioners (STEP) and sits on the committee for the Thames Valley branch as Student Liaison Officer.
- Full member of Solicitors for the Elderly (SFE).
- Governor of The Downs Compton Federation which includes The Downs School and Compton Church of England Primary School.
Robert Jobson qualified in 2000.