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