I’m an associate in the personal tax and succession team, where clients value my attention to detail, approachable manner and clear, considered advice on complex estate, trust and succession matters.
My role includes advising individuals, families, executors and trustees on a broad range of private client matters, including estate and succession planning, inheritance tax, preparing Wills and powers of attorney, and dealing with the administration of trusts and estates. I also have experience of inheritance and trust disputes which enables me to identify potential issues and advise clients on how disputes may be avoided.
I work closely with clients and their other professional advisors to understand their circumstances and long-term objectives, explain complex issues clearly and provide practical advice tailored to their needs. My aim is to offer a calm, empathetic approach, making complex issues accessible and helping clients feel confident that their affairs are in capable hands during what are often difficult times.
Area of expertise
- Estate, inheritance and succession planning
- Wills
- Tax planning (inheritance tax and capital gains tax)
- Trusts (creation, termination, administration, anniversary charges and exit charges)
- Powers of attorney
- Declarations of trust and loan arrangements
- Deeds of variation
- Succession planning with business and agricultural assets
Qualifications and memberships
- Admitted as a solicitor in September 2026
- First Class LLB Hons Law Degree
- Master of Laws (LLM)
- The Law Society - Kent Junior Lawyers Division
- Tunbridge Wells, Tonbridge & District Law Society
If I'm unavailable, please contact:
Suzanne Chiles
Legal Secretary Team Leader +44 (0)1892 506 320 [email protected]
Download PDFMy experience
Supported trustees on complex trust administrations, including ten-year anniversary charges, life interest terminations, trustee appointments and the tax consequences of distributions.
Advised on complex estate administrations with contentious elements, including executor disputes, Will validity concerns, tenanted properties, regulatory compliance and safeguarding estate assets.
Drafted Wills, letters of wishes and advice involving discretionary and life interest trusts, overseas assets, disabled beneficiaries and inheritance tax considerations.
Advised individuals and families on succession and inheritance tax planning involving substantial estates, lifetime gifting, business and agricultural assets and trust structuring.
How we made a difference
My thinking
