I am a legal director in the private wealth team with a diverse practice acting predominantly for UK-domiciled private clients. I advise them on all aspects of wealth planning including wills, probate, mental capacity, trusts and tax, with a particular focus on charities and philanthropy.
One of the most enjoyable aspects of my role is the sheer variety of the work that I am involved in – no two days are ever the same but the most rewarding part is being able to really get to know clients and their particular circumstances when advising them about their affairs.
My approach is to provide clients with clear, concise and practical advice to ensure that individuals, families and trustees plan their affairs and formulate tax efficient strategies to achieve their objectives and preserve wealth for future generations.
Qualifications and memberships
- Admitted as a solicitor in September 2008
- Charity Law Association (Member)
- The Law Society of England and Wales
- Society of Trust and Estate Practitioners (Affiliate Member)
- STEP Philanthropy Advisors Global Special Interest Group (Member)
My experience
Acted for the trustees of a rural landed estate held on a will trust, advising on the termination and eventual distribution of the underlying assets.
Advised two related charities on internal governance reviews and reorganisations and the ongoing management of their relationships with their non-charitable partners.
Advised on the administration of a high value estate, including detailed advice relating to an offer in lieu of tax.
Advised the trustees of two significant dynastic trusts holding substantial value in family investment companies and London prime real estate.
Advised the trustees of a substantial London settled estate.
Advised numerous high net worth clients on their personal affairs, succession planning and philanthropy (including the creation and administration of charitable entities established by those clients).
