I am a managing associate in the private wealth team with a diverse practice acting predominantly for UK domiciled private clients advising them on all aspects of wealth planning including wills, probate, mental capacity, trusts and tax and with a particular focus on charities and philanthropy.
One of the most enjoyable aspects of my role is the sheer variety of the work that I am involved in – no two days are ever the same but the most rewarding part is being able to really get to know clients and their particular circumstances when advising them about their affairs.
My approach is to provide clients with clear, concise and practical advice to ensure that individuals, families and trustees plan their affairs and formulate tax efficient strategies to achieve their objectives and preserve wealth for future generations.
Qualifications & membershipsAdmitted as a Solicitor in September 2008
Charity Law Association (Member)
The Law Society of England and Wales
Society of Trust and Estate Practitioners (Affiliate Member)
STEP Philanthropy Advisors Global Special Interest Group (Member)