My role

I am an associate in the personal planning and management department with a particular focus on estate planning and administration of estates. I am member of the Society of Trust and Estate Practitioners and a registered trust and estate Practitioner.

My experience

I particularly enjoy advising families on planning their affairs with a view to mitigating inheritance and capital gains tax but also with the aim of achieving fairness where possible in situations where the main asset may be a family business or farm.

In relation to estate administration, I have assisted in the administration of complex trusts and estates involving overseas assets, missing beneficiaries, insolvent estates, intestacies and dealing with the deceased’s business interests to include claims for business and agricultural relief.

My specialisms

  • Wealth protection
  • Estate administration
  • Trust administration
  • Lasting Powers of Attorney

Latest articles

Employee holiday - how much do you pay?
Employee holiday - how much do you pay?

As most employers will be aware, last October, the Court of Appeal upheld the Employment Appeal Tribunal’s decision in British Gas Trading Ltd v...

Gender pay gaps in the public sector
Gender pay gaps in the public sector

The Government has recently published further regulations around gender pay, which will now impose an obligation on public authorities to also publish gender pay...

Employment law changes
Employment law changes

Employers will see some significant employment law changes in 2017 that are likely to require an increase to your HR resources and budgets.

I have been recognised for the work I do
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