I have over 20 years’ experience as a Private wealth lawyer. I advise clients on estate, tax and succession planning, including the preparation of wills, probate and the administration of estates and the setting up and management of trusts. I also manage the preparation of lasting powers of attorney and Court of Protection work and provide formation and management advice to charities.
In addition, my experience extends to traditional landed estates and heritage property including advising on tax exempt artwork.
I enjoy working with families and building a strong relationship with them to provide advice to the different generations to achieve the best outcome for everyone.
- Succession and tax planning
- Estate planning
- Inheritance tax
- Heritage property
- General and Lasting Powers of Attorney
- Court of Protection work
- Charitable trust and company creation and governance
Qualifications & membershipsAdmitted as a Solicitor in September 1999
Society of Trust and Estate Practitioners (STEP)