I am a professional support lawyer for the private wealth team, assisting the department’s fee earners on all aspects of private wealth matters by providing technical support and training.
With over 8 years of experience as a private client solicitor, my role as a professional support lawyer now involves assisting fee earners with technical and administrative matters relevant to the private client sector.
I ensure that the private wealth team is kept up to date with changes to the law and developments in legal practice by collating and communicating legal knowledge through internal training, the production of guidance notes and legal research. Additionally, I produce explanatory materials for clients and manage the private wealth content on our website.
I am also involved in ensuring that the team’s internal processes and procedures are streamlined, commercially efficient and geared towards providing our clients with the highest quality service.
Areas of expertise:
- UK tax planning for domestic and international clients
- Complex estate and succession planning (including wills)
- Creation and administration of trusts
- Powers of attorney
Qualifications and memberships
- Qualified in February 2016
- Member of The Law Society of England and Wales