I act as trusted adviser to help people to make strategic decisions about wills, trusts, minimising tax, succession planning for businesses and dealing with mental capacity issues.
I enjoy the buzz of working with very bright people and the variety of work – I never know exactly what I will be dealing with on any one day.
Clients come to me because they trust me and the advice I give. I combine my skills in analysis, constant technical training, thinking and experience to lead clients through the options available to them. I also call on of the depth of experience of my colleagues when required.
I am unusual in having a range of qualifications and skills, and I care about making best use of this for the benefit of clients. I get compliments for my wisdom, patience in helping people to understand complex issues and my efficiency.
Preparation of wills
Formation of trusts, administering trusts and bringing them to an end (including trusts to receive lump sums payable on death from life cover, pensions or death in service benefit)
Advising on inheritance tax and capital gains tax issues
Dealing with estates when someone dies
Succession planning for business families
Mental capacity issues including powers of attorney and applications to the Court of Protection
Qualifications & membershipsChartered Tax Adviser
Society of Trust and Estate Practitioners (STEP)
On the STEP Mental Capacity Special Interest Group international committee
Recent articles I've written:
- Why ask a solicitor to draft my Will if a Will writing company is cheaper?
- Let there be light!
- What is the Residence Nil Rate Band?
- Massive increases in Probate fees - The new model
- What the Residence Nil Rate Band means for you
- Probate fee increase cancelled
- Fees to register a Power of Attorney will go down from 1 April 2017
- Brexit and personal tax
- Partner Chat - Advisory (June 2016)
- Deeds of variation still tax effective - for now
- Telephone scams - be aware...
- Disclosure of IHT avoidance in relation to trusts
- Trustees and the 50% tax rate
- Benefits checklist for elderly clients
- Things to consider if an elderly client wishes to stay in their own home
- Things to consider if a client needs to move into residential / nursing care