I am a probate manager within the private wealth team where clients value my sensitive yet knowledgeable approach to the administration of the estates of their loved ones.
I have more than 10 years’ experience in a wide range of estate matters including, obtaining Grants of Probate/Letters of Administration, advising on inheritance tax and the available allowances, completing complex estate accounts and finalising the administration of estates.
I understand the sensitive nature of my role and I strive to alleviate the stress of my clients at what is a very difficult time in their lives.
I also manage the paralegal apprentices in the private wealth team who are actively involved in assisting the Lawyers with estate matters.
Areas of expertise:
- Advising executors/administrators on their responsibilities and duties
- Inheritance tax
- Grants of Probate/Letters of Administration
- Capital gains tax issues
- Complex Estate Accounts
- Full estate administration
Qualifications and memberships
- Level 6 Diploma in Law and Practice - CILEX
- Graduate of the Chartered Institute of Legal Executives (GCILEX)
- Mental Health First Aid
