I chose to work in the private client area of law because I enjoy working specifically with individuals, helping clients at a difficult time and helping them plan for their future. I pride myself on being friendly, professional, and approachable, and I’ll always consider a client’s wider family circumstances to find solutions to fit their particular situation.
As a STEP qualified lawyer, I’m ideally placed to help a wide range of clients, including family trusts, landed estates, high net worth individuals and elderly clients. I provide expert help and advice on a wide range of areas, including wills, estates, LPAs, trusts and inheritance tax planning.
I am a member of STEP (the Society of Trust and Estate Practitioners)
Outside of work, I love to travel and spend time with my family.
Review your Will on a regular basis to make sure it still reflects your wishes.
It’s never too early to start planning for the future.
Utilise available tax allowances to your full advantage
What happens if I don’t have a Will?
If you do not have a Will, then your estate will pass under the intestacy laws. This may not result in your assets passing to the people you would want to benefit.
Do I need a Grant of Probate?
Whether or not a Grant of Probate is required will depend on the type of assets a person had and sometimes the size of those assets. If you are unsure, it is best to seek professional advice.
Can I avoid Inheritance Tax by gifting everything to my children?
Making gifts during your lifetime can be an effective way of reducing Inheritance Tax on your death. However, caution is needed as some gifts may still form part of your estate for Inheritance Tax purposes or may still result in Inheritance Tax being payable.