Full bio

Practice Area / Expertise

I am an Associate Solicitor in the firm’s Private Client department specialising in Probate Administration, Estate Planning, Trusts, Wills, Lasting Powers of Attorney, and Court of Protection matters. As a fully qualified STEP practitioner, I offer in-depth expertise to guide clients through these complex areas with confidence. My background in Residential Conveyancing gives me a unique insight into how different legal areas intersect enabling me to offer clients more tailored and holistic advice, particularly when it comes to managing their affairs and planning for succession.

I regularly advise on a range of Private Client matters, including Estate Planning, Trusts and Wills. I assist clients with drafting tailored Wills, creating specific trusts for asset protection, and managing Inheritance Tax mitigation strategies. I also provide guidance on Lasting Powers of Attorney and support families through the probate administration process. Additionally, I advise on Court of Protection matters for those who lack mental capacity. My focus is always on providing clear, practical advice with a compassionate approach to ensure clients’ needs are met during challenging times.

Experience Highlights

My experience includes advising on the following areas:

  • Drafting tailored Wills to meet specific client needs.
  • Drafting and implementing lifetime trusts for asset protection, tax planning, and long-term wealth preservation.
  • Providing expert advice on Inheritance Tax mitigation strategies to maximise estate value and reduce tax liabilities.
  • Assisting clients with the preparation and registration of Lasting Powers of Attorney (LPA) for both property and financial affairs, and health and welfare matters.
  • Overseeing probate administration, including applying for Grants of Probate and managing the distribution of estates.
  • Supporting clients with Court of Protection applications.

Key Transactions / Representative Matters

  • Advising on and managing high-net-worth, multi-million-pound estates in relation to probate administration.
  • Drafting bespoke Wills incorporating various trust arrangements as well as ensuring property ownership is correctly structured.
  • Advising on inheritance tax mitigation, including identifying strategies to preserve the transferable nil-rate band utilised on first death through a nil-rate band discretionary trust.
  • Obtaining an urgent order from the Court of Protection in respect of a property and finance deputyship application.

Recent case studies