I’m a legal director and probate manager in the private wealth team.
I have more than 15 years’ experience in dealing with estate administration. I provide guidance and support to clients in finalising the affairs of deceased individuals.
The nature of my role means I meet with clients at a very emotional time in their lives and I am conscious of this in my handling of matters. I am recognised for my personable and empathetic approach. I enjoy the varied nature of estates and my aims is to always provide a comprehensive, efficient and sensitive service.
Areas of expertise:
- Executors’ duties and responsibilities
- Estates where there is no Will (intestacy)
- Inheritance tax allowances
- Capital gains tax issues
- Business, agricultural and heritage assets
- Full estate administration
- Estate accounts
Qualifications and memberships
- Qualified as a Chartered Legal Executive (FCILEX) in October 2008
- Fellow of the Chartered Institute of Legal Executives (FCILEx) (October 2008)
- Chartered Institute of Legal Executive
How we made a difference
My thinking
