My role

As someone with over 20 years' experience advising private clients, I specialise in wills, inheritance tax planning, powers of attorney, trusts and probate, and carrying out the necessary drafting of the relevant documents. 

My experience

I have over 15 years' extensive experience of working in practice as a solicitor, and over five years' experience working for myself as a professional support lawyer, legal writer, lecturer on the CPD circuit and visiting lecturer, before returning to private practice.

My work includes providing advice to individuals on the most appropriate structure of their wills from a tax perspective, while remaining sensitive to their wishes for simplicity or complexity. My clients range from those outside the inheritance tax net, who require more straightforward wills, to those with very substantial private wealth who need advice on inheritance tax planning and more complex trust structures. I act for executors in assisting them at a difficult time, by efficiently dealing with the administration of estates on their behalf, to include advising on the complexities of inheritance tax and capturing all available exemptions and reliefs.

I have been the Vice-Chair and Chair of the Birmingham Branch of STEP, and the External Examiner for the STEP Diploma in Trusts and Estates Accounting and in the Taxation of Trusts and Estates.

My specialisms

  • Wills
  • Inheritance tax planning
  • Trusts
  • Probate
  • Powers of attorney

My latest articles

Sign up to Newsroom

To receive invitations to our events, as well as information and articles on legal issues and sector developments that are of interest to you, please sign up to Newsroom.