Our Legal Team
Lasting powers of Attorney
Probate and Estate Admin
- Estate administration
- Capital tax planning
- Wealth preservation
- Court of Protection
I take the time to listen to clients requirements so that a straightforward and suitable plan can be put in place. This often involves creating and administering trusts to assist clients with both practical issues such as preserving wealth against potential third party influences and financial assessments and tax mitigation.
Sorting through the affairs of a loved one who has passed away or making decisions for someone who is unable to do this for themselves can be difficult but clients appreciate my personable and compassionate approach. The law can be complex so I’ll always explain the options in plain English so clients can make an informed decision on what’s right for them.
I am also Governor of PR and Vice Chair of the Community and Environment Committee at Gorsey Bank Primary School in Wilmslow.
- 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.
- Three nil rate bands – I helped a client secure three nil rate bands where they have been widowed and then remarried.
- Deputyships – I secured a statutory will which included tax planning for a client at the Court of Protection. The will was being contested.
Professional memberships: Law Society Private Client Section, Member of the Society of Trust and Estate Practitioners (STEP)
My top tip: Start with what is most important to you.