Our Legal Team
Lasting powers of Attorney
Probate and Estate Admin
- Lasting Powers of Attorney
- Advising elderly clients
I am a Solicitor in our Tax, Trusts & Estates Department
I qualified as a solicitor in 2005 and have specialised in private client work covering wills, probate, trusts, tax, lasting powers of attorney and Court of Protection deputyship work.
I bring a practical, efficient and equally important, a caring approach to this area of work, advising on the most appropriate way for clients to deal with their assets on death having given careful consideration to clients’ wealth and family circumstances. Equally, when I am approached by a client who has recently lost a loved one, I carefully and sensitively guide them through the process of dealing with the estate, making sure that the level of service we offer is suited to the clients’ requirements.
- I successfully obtained the tax relief on a number of high value estates. Complex farming estates required careful investigation and a firm case put to the Revenue in respect of the available inheritance tax reliefs.
- Successfully completed the administration of estates where all beneficiaries needed to be carefully guided through the process and communication kept equal with all parties due to internal family disputes.
- I have acted for the clients’ Attorney or Deputy in all areas of the clients’ needs and often in close conjunction with the Court of Protection.
My top tip
Never underestimate the importance of obtaining professional advice.