How I work
Legal solutions for private clients and professional advisers
I advise on all aspects of estate planning with a particular focus on trusts. This can be as part of an inheritance tax plan, a post-death variation, or as a means of asset protection.
A lot of my work comes from recommendations and referrals both from existing clients but also from professional advisers such as accountants and financial advisers.
Personal Service
My services are tailored to meet the unique needs of each individual, providing one-on-one advice and support. Most of my work is done on a fixed-fee basis.
Collaborative Working
I am used to working in conjunction with other professional advisers to achieve a client’s aims and objectives.
Remote Meetings
I offer services to clients anywhere in England & Wales and predominantly conduct meetings via video conferencing. You can schedule a call with me here.
LEARN MORE
Estate Planning Brochure
If you are not sure what services you require or if you need help to understand the key issues to consider when it comes to estate planning you will benefit from downloading my brochure.
This brochure gives an insight into the different issues to consider when making a will and/or LPAs and will help give you more of an understanding of what you may need.
Articles
Notes on succession law for clients and advisers
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Blended families – why updating your will is crucial
Read the article: Blended families – why updating your will is crucialBlended families are more common than ever, and with that comes a host of new considerations when it comes to inheritance. A recent article in the Telegraph highlighted a cautionary tale: a woman believed her mother’s property abroad was meant to pass to her and her brother, only to discover that, legally, everything went to…
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Why are Discretionary Trusts so popular?
Read the article: Why are Discretionary Trusts so popular?Discretionary trusts are the most popular type of lifetime trust. The popularity of this type of trust is largely due to its flexibility, but it also offers professional advisers and their clients greater options when tax planning. The Flexibility A Discretionary Trust gives its Trustees the power to decide which beneficiaries receive income or capital…
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Understanding Trusts: Key Types and Benefits
Read the article: Understanding Trusts: Key Types and BenefitsWhat is a trust? There is no legal definition of ‘trust’. A trust is not a legal person but, rather, a relationship. The people involved with the trust are known as the following: The settlor provides the property for the trust (known as ‘settling’ property into trust). The trustees then hold the settled property in…
Trust Lawyer 