My role

My role involves providing advice to individual clients around inheritance tax and capital gains tax planning; estate planning and wealth protection; trust advice, creation and administration; wills; and probate and estate administration.

I particularly enjoy helping clients with unusual inheritance or capital gains tax problems and specialise in the use of trust and corporate structures and complex wills.

My experience

My experience spans more than 10 years and has involved providing and specialist and bespoke service to client planning their affairs, both with a view to mitigating their exposure to capital taxes and to protecting wealth for their families or other beneficiaries for generations. I’ve worked with a variety of clients, whether wealthy families, entrepreneurs, business owners, clients with overseas interests, legal, medical and sports professionals.

My specialisms

  • Inheritance and capital gains tax planning
  • Estate planning and wealth protection
  • Trust advice, creation and administration
  • Wills, probate estate administration

My latest articles

A last minute IHT planning idea

As professional advisers, we spend so much of our time trying to help our clients get their affairs in order and take action to...

Panama and the Problem of Perception
Panama and the Problem of Perception

The last week has seen news reports dominated by the “revelation” that many famous, wealthy and influential people have been sheltering or otherwise holding...

The Blame Game
The Blame Game

Much has been made in the press this week of the latest judgment of the Court of Appeal in the case of Ilott v...

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