I specialise in tax and succession planning for families and business owners within the UK and internationally. I deal with all aspects of estate planning, which includes advising on Wills, Powers of Attorney, administering executries, capital tax planning and philanthropy. I advise on structures such as trusts, partnerships and family investment companies. I am a member of the Society of Trust and Estate Practitioners (STEP), having achieved my diploma with Distinction.
I enjoy meeting and getting to know clients, often multiple generations of one family, and applying my knowledge and experience to provide them with bespoke solutions. I cherish building trusted and lasting relationships and being a key point of contact for the management of client affairs. I value being involved as an adviser at potentially difficult times and helping clients to navigate such situations.