I’m a partner in the private wealth team, known for applying in-depth knowledge in a concise and easily understandable way, with a great eye for detail.
With over 20 years’ experience, I provide bespoke succession and inheritance tax planning advice to individuals and their families.
I have a particular specialism in international probate work and equity release matters.
I have overall responsibility for the team’s technical updates, chairing the team’s monthly technical sessions and providing technical back up to the team on a daily basis.
Areas of expertise:
- International probate
- Equity release matters
- Inheritance tax
- Wills
- Powers of attorney
- Trusts
- Capital gains tax
- Deeds of variation
- Living wills
Qualifications and memberships
- Admitted as a solicitor in October 2003
- Society of Trust & Estate Practitioners (STEP) certificate in Trusts and Estates (Feb 2008)
- Member of the Society of Trust & Estate Practitioners (STEP)
My experience
Advised on complex tax issues arising from the construction of an annexe for a client’s parents.
Acted as an executor and trustee in the administration of large complex estate where the deceased died before finalising his succession planning or business planning.
