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.
I am an affiliate member of STEP.
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.
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