My work involves tax and estate planning for individuals and families (both UK and international) with particular expertise in advising entrepreneurs and family businesses. I am a member of The International Academy of Trust and Estate Law, the Society of Trust and Estate Practitioners (STEP) and I hold the STEP Advanced Certificate in Family Business Advising.
In our business, we have to think beyond what’s in front of us and focus on the bigger picture. That means really getting to know clients and being able to anticipate their needs. It is always important to bring a level of objectivity to any given situation and offer honest and tailored advice. I think clients appreciate that I have a genuine interest in them and their businesses. They know they can approach me to sound out ideas – business and personal – and also that I am focused on the long term.
This approach helps me earn clients’ trust. They know I am on their side.