My role

I am an associate in the personal planning department. My work focuses primarily on the administration of estates. However, I often advise clients in relation to planning elements, through the use of Lasting Powers of Attorney and Wills.

My experience

I have over 10 years’ experience in dealing with the administration of estates, from simple estates through to complex matters involving overseas assets, missing beneficiaries, businesses and intestacies. I understand that for a lot of people this will be the first time they have ever had to deal with anything of this nature and I appreciate that a compassionate but dedicated approach is key to supporting clients during this difficult time.

I also have wide-ranging experience in preparing Wills for clients to suit their circumstances while always keeping in mind the overall objectives of what the client wants to achieve for their families.

I will shortly be working towards becoming a member of the Society of Trust and Estate Practitioners to build on my existing knowledge.

My specialisms

  • Estate administration
  • Trust administration
  • Drafting lasting powers of attorney
  • Drafting of Wills of varying complexity
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