About
As the leader of the UK Private Client team, I bring over three decades of experience to my role, helping clients to protect and pass on their personal wealth or business interests through inheritance tax mitigation and succession planning.
I also advise clients in relation to their broader philanthropic and charitable aims.
I take pride in the long-standing relationships I've built, in some cases extending across three generations of a client's family. This depth of connection allows me to provide tailored advice that resonates with the personal and financial nuances of each family's story.
My experience also encompasses Court of Protection matters, where I navigate issues relating to mental incapacity including statutory will and gift applications. I regularly act as an attorney or professional deputy, offering guidance and support when it is most needed, and often in complex cases.
Beyond acting for individuals and business owners, I also advise charities and not-for-profit organisations in relation to legacy administration and the development of legacy campaign literature, ensuring their valuable work continues well into the future.
I am honoured to be recommended in the Legal 500 and Chambers legal directories and ranked in the Citywealth Leaders List and ranked in the Hall of Fame for Legal 500 Court of Protection. I am a director of the Firms independent Trust Corporation and a member of the Society of Trust and Estate Practitioners (STEP).
I am passionate about the work I do and about building lasting relationships with our clients. I take the time to find out what our clients are really worrying about, and then, together with their other advisors, work to find practical and appropriate solutions. If you're seeking a trusted adviser to help you navigate the complexities of private client law, I am here to offer my expertise and support.
I am admitted to practise in England and Wales.
Experience
- Acting as Financial and Health & Welfare deputy for a client with complex capacity and welfare needs
- Advising multiple generations of a family in relation to their successful, national family business and personal assets
- Advising on inheritance tax planning, trusts and succession planning for a client with international dimensions and complicated family arrangements
