Robert Marshall

About Robert

Robert is a Partner based in our Exeter office.

One of Robert’s favourite aspects of his work is getting to know people. Good estate planning requires regular reviews, and Robert assists our clients through all the stages of their life.  He derives enormous satisfaction from forming long lasting relationships with his clients over many years and often crossing generations. Robert prides himself on offering a friendly, down to earth service, as well as providing legal advice that is both comprehensive and comprehensible.

He also relishes the challenge of settling complex inheritance tax and CGT questions with HMRC and prefers to adopt a pragmatic and helpful approach when dealing with the taxman, but recognises when to be persistent.

Robert is well equipped to assist clients who are concerned by the inheritance tax that may be incurred on their death. He also urges executors to seek timely advice regarding the tax they may incur during the administration of an estate. Tax planning does not cease on death, and the way in which an estate is administered can significantly alter the tax that is payable.

Outside of work, Robert can usually be found engrossed in board games with his family. In the past, his dilemma was whether to let his children win or not. The challenge now is how to stop them from doing so!