I am a paralegal in the private wealth team, where I assist our clients with matters concerning wealth planning, which includes wills, probate, trusts and charities.
My role as a paralegal allows me to assist my colleagues in providing our clients with clear, concise and practical advice, so that they can make tax efficient plans to achieve their goals and objectives which maintains their estate for future generations.
To further assist with future estate planning, I also have 4 and half years of real estate asset management and transactional experience which I could use to effectively advise our clients.
Qualifications and memberships
- LPC (2011)
- CILEX Member - Advanced Paralegal (ACILEx)
My thinking
