I specialise in tax and succession planning for private clients and family trusts. My principal areas of expertise include advising on and drafting wills and powers of attorney, establishing trusts and family investment companies, providing Inheritance Tax advice and executry and trust administration. I’m also a member of the Society of Trust and Estate Practitioners (STEP) having qualified with distinction.
I am well aware that people are relying on me for well thought out advice that relates to significant events in their personal and professional lives. I believe it is important to listen to clients and build a strong understanding of the complexities of their circumstances before suggesting the best way forward in a clear and focused manner. My aim is to provide clients with confidence that I am recommending a tailored and practical solution, having considered what is important to them.