Full bio

Practice Area / Expertise

I am a Director in the Private Client practice, with a primary focus on estate planning, probate, and cross-border estates. My background in financial jurisdictional matters, prior to qualifying as a Solicitor, has provided me with a unique perspective and an enhanced ability to approach client issues from a broader viewpoint.

I regularly advise company directors and private individuals on estate planning strategies, focusing on mitigating inheritance tax liabilities and structuring trusts effectively. In addition, I provide tailored advice on Powers of Attorney and draft bespoke Wills to meet the individual needs of my clients.

Experience Highlights

My experience includes advising on the following areas:
• Drafting and implementing lifetime trusts
• Comprehensive estate planning strategies
• Managing probate matters
• Tailoring Wills to meet specific client needs
• Advising on and preparing Powers of Attorney

Key Transactions / Representative Matters

• Advising on estates with values exceeding £15,000,000
• Representing a prominent brand in preparing a declaration of trust as part of its estate planning strategy
• Engaging with HMRC to navigate inheritance tax allowances, exemptions, and reliefs
• Providing strategic advice to ultra-high-net-worth investors on their UK assets and their succession upon death

Recent case studies