How I work
Legal solutions for private clients and businesses
I advise on all aspects of estate planning with a particular focus on tax and 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 client, 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.
BUSINESS SUCCESSION
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Articles
Notes on succession law for clients and advisers
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Inheritance tax: the state of the nation
Read the article: Inheritance tax: the state of the nationThe £2.5m BPR/APR cap, the pension changes coming in April 2027, and a nil rate band frozen until 2030 — trusts are the thread running through all three, and worth revisiting now.
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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…
Trust Lawyer 