Our Legal Team
Lasting powers of Attorney
Probate and Estate Admin
- Tax mitigation
- Wealth Protection
- Estate Administration
- Court of Protection
I am a Partner in our Tax, Trusts & Estates Department
I qualified as a solicitor in 2005 and practise private client law covering wills, probate, trusts, tax, lasting powers of attorney and Court of Protection deputyship work.
During my career I have developed particular skills in dealing with wealth protection issues for high net worth individuals including owners of family businesses by the use of trusts, asset holding structures and tax planning arrangements. I advise on preserving assets from detrimental third party influences and from becoming assessable to care fees funding, trustees in bankruptcy and ancillary relief proceedings on divorce. I also advise landlords on mitigating income taxes through the use of trusts.
I often work closely with other UK based and overseas experts including other lawyers, tax accountants, financial advisers and stock brokers to make sure that clients receive comprehensive advice.
Some of the law I advise on is very technical and fluid so bespoke advice is often essential. I’ll always explain the options in plain English so clients can make an informed decision on what’s right for them.
- Domicile – I helped a family negotiate with the Revenue that their deceased relative was domiciled abroad saving them a substantial amount of inheritance tax.
- Business property relief – I have successfully claimed business property relief against residential properties used in the course of a client’s business.
- I have helped clients who have been widowed and then remarried secure additional inheritance tax allowances by the use of pre and post death implemented will trusts
- Deputyships – I secured a statutory will which included tax planning for a client at the Court of Protection. The will was being contested.
Member of the Society of Trust and Estate Practitioners (STEP)
My top tip
Start with what is most important to you.