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A bit about me

If you’re looking to protect and manage your estate, I can advise you on the most tax efficient way to do it. I’ll help you to create a will and coordinate with other professional advisers, such as IFAs and accountants, to ensure your wishes are replicated across the board.

I work with all kinds of people across England, Wales and the borders, from elderly individuals to directors of multimillion-pound businesses, to ensure their estate is structured in a tax efficient and ethical manner. Whether they need my legal expertise or a compassionate ear, I’m always on the other end of the phone with clear, straightforward advice. I have worked with St David’s Hospice in Newport to helps supporters to write wills, and I’m delighted to be able to help their work in this way.

Out of the office, I’m passionate about sport – in particular, I enjoy golf and Rugby Union.

Want to know more?

Don’t put it off – I know it’s not everyone’s favourite topic, but it’s better to make decisions about your future and your estate as soon as possible.

There’s nothing worse than contemplating your own mortality but in my experience, it helps to have the conversation about what you want to happen when you go with your loved ones while you still can.

Making a will is vital, and proper advice can help protect your estate for future generations.

Protecting your loved ones by making a will is probably the most important thing you will ever do.

How do I stop the tax man getting my money?

There’s no simple answer to this one, as everyone’s situation is different. Careful planning can reduce the impact of inheritance tax, and I’m someone who can put a tax efficient solution in place.

Teams I work with

Wills, Trusts and Estates

Finance and Financial Services

Where I work

Cardiff

Endorsements & Awards

Legal 500 Awards 2019 Shortlist – Private Client team outside of London

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About Us +
Our Charitable Trust Our Events Our Insights Our Professional Networks
Our Offices +
Birmingham Cambridge Cardiff Cheltenham Hereford London Thames Valley Worcester Wye Valley
Our Resources +
Articles Events Library Media Centre Newsletter Archive
Also From HCR Law +
Eagle HR Finance Generator Medical Accident Group Notarial Services Safe from harm Wills at Work
<
Your Property Matters +
Buying or Selling a Property Building a new home Planning and Highways Rural Land
Protecting Your Famiy +
Relationships and Family Law Entering a Relationship Leaving a Relationship Children Financial Issues
Protecting Your Future +
Making A Will Setting Up A Trust When Someone Dies Contesting A Will Older and Vulnerable Clients David King
Protecting You Now +
Clinical Negligence Personal Injury Personal Insolvency Directors’ Duties Senior Executives
Your Personal Journey
<

Service Teams

Banking and Finance +
Acquisition Finance Asset and Trade Finance Real Estate Finance Finance Generator
Commercial +
Business Contracts Charities GDPR and Data Protection Intellectual Property (IP) IT Contracts
Corporate +
Company Formations Mergers, Acquisitions and Disposals Private Equity and Venture Capital Tax and Tax Investigations
Dispute Resolution +
Commercial and Corporate Disputes Debt Recovery Financial Disputes Financial Services In-House Lawyer Services Real Estate Dispute Resolution Reputation Management Restrictive Covenants
Employment and Immigration +
Immigration Human Resources Opening doors to the UK Senior Executives Support For Employers
International +
Inbound International Services Outbound International Services
Licensing and Regulatory +
Licensing Regulatory Agriculture Food Safety and Food Hygiene Health and Safety Private Hire and Taxi Licensing Road Traffic and Accidents Security Industry Authority (SIA) Licensing
Real Estate +
Commercial Property Property Development Energy and Renewables Planning and Highways Real Estate Dispute Resolution Real Estate Finance Residential Property Rural Land
Restructuring and Insolvency +
Turnaround and Refinancing Corporate Insolvency Personal Insolvency

Sectors

Agriculture and Rural Affairs +
Equine Fisheries Regulatory Rural Land
Construction and Engineering +
Construction and Engineering Contracts Construction and Engineering Disputes
Defence, Security and The Forces +
International Trade Services for Businesses Services for Individuals
Education +
Academies Further Education Independent Schools
Finance and Financial Services +
Banking and Finance Finance Generator Real Estate Finance Restructuring and Insolvency
Health and Social Care +
Dentists Health and Social Care Vets
Technology +
Your Business Journey
<
Why join HCR? +
About Us Our Values Life Outside The Office Our Professional Networks
Paralegals and Trainees +
Routes into a legal career Career Paralegals Training Contracts Vacation Schemes
Our Current Vacancies