I am a partner in the private wealth team based in London where I build long term relationships with private clients advising on all aspects of private client work.
I have 20 years’ experience advising clients on estate, tax and succession planning including the preparation of wills, probate and administration of estates and the setting up and management of trusts.
I also manage the preparation of powers of attorney and Court of Protection work and provide formation and management advice to charities.
In addition, my experience extends to traditional landed estates and heritage property including advising on tax exempt artwork. I enjoy working with families and building a strong and lasting relationship with them to provide advice to different generations to achieve the best outcome for everyone.
Areas of expertise:
- Succession and tax planning
- Inheritance tax
- Heritage property
- General and Lasting Powers of Attorney
- Court of Protection work
- Charity formation and governance
Qualifications and memberships
- Qualified in September 1999
- Society of Trust and Estate Practitioners (STEP)
- Member of Charity Law Association
Advised on the transfer to the nation of an important artwork under the Acceptance In Lieu scheme.
Advised and acted as executor and trustee of a number of complex probates and family trusts.
Advised on the termination of a life interest trust where the life tenant lacked capacity and which required an application to the Court of Protection.
Measured, intelligent and a very safe pair of hands.
Capable and personable with a core of steel.