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I’m a partner in the private wealth team, known for applying in-depth knowledge in a concise and easily understandable way, with a great eye for detail.

With over 20 years’ experience, I provide bespoke succession and inheritance tax planning advice to individuals and their families.

I have a particular specialism in international probate work and equity release matters.

I have overall responsibility for the team’s technical updates, chairing the team’s monthly technical sessions and providing technical back up to the team on a daily basis.

Areas of expertise:

  • International probate
  • Equity release matters
  • Inheritance tax
  • Wills
  • Powers of attorney
  • Trusts
  • Capital gains tax
  • Deeds of variation
  • Living wills

Qualifications and memberships

  • Qualified in September 2003
  • Society of Trust & Estate Practitioners (STEP) certificate in Trusts and Estates (Feb 2008)
  • Member of the Society of Trust & Estate Practitioners (STEP)

My experience

How we made a difference