Our Legal Team
- Will writing
- Estate administration
- Lasting power of attorney
I am a Solicitor in our Tax, Trusts & Estates Department
I qualified as a solicitor in 1979. Formerly working in commercial conveyancing, I embarked on a change of direction into private client work in 2006. I have specialised continually since then in private client work covering wills, probate, trusts, tax, lasting power of attorney and elderly client matters.
During my career, I have developed particular skills in will drafting and estate administration for a wide range of clients including those with high value estates and also clients with straightforward affairs. In will drafting I can explain to clients with complicated family situations how they can balance the needs of various family members to achieve the desired outcome.
I have years of practical experience administering deceased’s estates. Some times I adopt a ‘hands on’ approach where needed, for example managing a house and its contents until sale or transfer. At all times I can provide expertise in dealing with administration of estates where inheritance tax is due. If required, I can deal with setting up any trusts which come into being when the estate is finalised.
Over the years I have assisted many clients with preparation of Lasting Powers of Attorney and am experienced in dealing with a clients financial affairs where a professional attorney is appointed.
My aim is to provide clear, knowledgeable and considered advice so clients understand property all of their available options. In particular circumstances, I alert my clients to opportunities to save on inheritance tax or protect assets for future generations. In probate matters, I hope to be sensitive at a time of loss, whilst guiding the client through the process in a timely and practical way.
- Preparing wills for a married couple where the next generation included vulnerable individuals whose inheritance needed protection but also preserving IHT allowances where possible
- Helping clients of a very advanced age make Lasting Powers of Attorney where capacity initially appeared borderline
- Administering an estate where the surviving spouse wished to wind up her late husbands will trust in part so his savings passed to her control but keeping his half of the house in trust for care fee protection
- Helping the UK beneficiaries of an expat deceased obtain a grant of probate in the UK so the deceased’s Jersey investments could be released
- Member of the Society of Trusts & Estate Practitioners
- Law Society
My top tip
Think about your priorities and take good advice