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.
Going the extra mile to help clients in their 80s who were shielding, Lucy Willmett’s professional, efficient and thorough support drew the clients’ praise.view full case study
In this episode of our Ask the Expert series, Dawn Oliver, Head of Wills, Trusts…Read full article
Wrth i fwy a mwy o bobl ddechrau dychwelyd i’r gwaith ar ôl y cyfnod…Read full article
As more and more people start to return to work after the lockdown, the risks…Read full article
A simple solution is often the best, and a pop-up safe meeting space for clients…Read full article
Addressing vital questions which have been made even more poignant by the Covid-19 pandemic, David King, Head…Read full article
If the Covid-19 pandemic has you thinking about your finances, who will look after your…Read full article
Crypto assets are a property Crypto assets should now be treated as property as a…Read full article
Supporters of St David’s Hospice Care will be able to donate to the charity and…Read full article
The cost of obtaining a Grant of Probate was due to rise this April but…Read full article
Major legal changes in the last ten years have an impact on assets and property…Read full article