I am a partner in the personal tax and succession team based in Tunbridge Wells. I advise on all aspects of private client law, including succession planning, estate and probate administration, trusts, tax planning, powers of attorney and capacity issues.
I have over 12 years’ experience of working with a wide range of individuals in relation to their tax and succession issues. I have particular expertise in administration of complex estates which include high net worth and diverse assets. I advise on the preparation of powers of attorney and capacity issues including Court of Protection work. I also support charity trustees in all aspects of governance. I enjoy forming lasting relationships with families, understanding their motivations and objectives to provide strategic and practical guidance to achieve the desired outcome.
Areas of expertise:
- Succession and tax planning
- Wills
- Administration of estates including complex estates with contentious and business elements
- Trusts
- General and Lasting Powers of Attorney
- Court of Protection
- Charity formation and governance
Qualifications and memberships
- Admitted as a solicitor in October 2008
- Society of Trust & Estate Practitioners (STEP) certificate in Trusts and Estates
If I'm unavailable, please contact:
Natalie Graham
Legal Secretary Team Leader +44 (0) 1892 506 028 [email protected]
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