As head of our private wealth team in Tunbridge Wells, I work with my clients and their families to help them achieve their succession planning aims. I also support charity trustees on all aspects of governance.
I am recognised for developing and maintaining long lasting client relationships which ensure I understand my clients, their motivations and their long term aims and can provide bespoke, client centric advice and solutions.
Areas of expertise:
- Wills, succession and tax planning
- Private trusts
- Powers of attorney
- Advising executors and trustees on responsibilities and obligations
- Declarations of trust and loan arrangements
- Charitable governance for charitable companies, trusts, unincorporated associations and charitable incorporated organisations
- Succession planning with business and agricultural assets
- UK/ French cross border planning
Qualifications and memberships
- Qualified in September 2007
- STEP
- Society of Trust and Estate Practitioners
- The Probate Section
- The Charity Law Association
My experience
Wills and succession planning for high net worth couple with significant assets and complex family arrangements to ensure inheritance tax planning while retaining asset protection.
Advising a family business owner on succession planning for the business working closely with our corporate team with whom we ensure a holistic approach for clients.
Longstanding adviser to trustees of a substantial trust involving complex assets and a large group of beneficiaries with varying needs and expectations.
Advising charity client on varied governance matters including trustee responsibilities and governance, charitable objects and collaborative working
Advising on inheritance tax planning and maximising business and agricultural property reliefs in relation to a substantial landed estate with trust and personal ownership.
Supporting a charity client on a merger with another organisation.
How we made a difference
Awards
