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
How to avoid the PET trap
How to avoid the PET trap

When an individual is thinking about making a gift to another individual, consideration needs to be given to the Potentially Exempt Transfer (PET) trap.

10 years of the Mental Capacity Act 2005: Are Financial LPAs a good idea?
10 years of the Mental Capacity Act 2005: Are Financial LPAs a good idea?

Sadly, there are numerous cases reported in the press of people using their position as an appointed financial attorney to rob elderly relatives or neighbours, but does this mean that financial LPAs are a bad idea? Not if you receive professional advice before appointing someone as your attorney and give proper consideration to certain matters.

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