As a senior associate in the private wealth team, I specialise in tax, estate, trust and succession planning for UK and international individuals and families.
I specialise in tax, estate, trust and succession planning for UK and international individuals and families. I also support a number of high net worth clients in the set up and ongoing governance of grant-making charities.
Every day is different. I get great satisfaction in solving problems by offering solutions in the most practical and commercial way I can.
Areas of expertise:
Inheritance and succession planning
Tax planning (inheritance tax and capital gains tax)
Preparation of wills
Trusts
Court of Protection
Powers of attorney
Advance decisions/living wills
Cohabitation agreements
Qualifications and memberships
- Qualified in July 2003
- Society of Trusts and Estate Practitioners (STEP)
- Member of the Charity Law Association
