Why choose me
Estate planning and trust work presents a new challenge with each client. Every matter is different because of the varied nature of people’s circumstances. I make it my mission to understand a client’s motivations. This helps me to provide both technical and pragmatic advice to achieve their intended outcome or guide them in a new, beneficial, direction.
I take my time to get to know my clients – knowing their history and nuances enables me to provide more rounded, tailored advice. This in turn is often the foundation for building a strong relationship with my clients and their families to ensure long-term plans are seen through.
I work with high-net-worth individuals, business owners, trustees and executors. The advice I provide covers estate planning – including tax mitigation, asset protection and wealth transfer – trust and estate administration and wills and Lasting Powers of Attorney.
Estate planning and trust work presents a new challenge with each client. Every matter is different because of the varied nature of people’s circumstances. I make it my mission to understand a client’s motivations. This helps me to provide both technical and pragmatic advice to achieve their intended outcome or guide them in a new, beneficial, direction.
I take my time to get to know my clients – knowing their history and nuances enables me to provide more rounded, tailored advice. This in turn is often the foundation for building a strong relationship with my clients and their families to ensure long-term plans are seen through.
I work with high-net-worth individuals, business owners, trustees and executors. The advice I provide covers estate planning – including tax mitigation, asset protection and wealth transfer – trust and estate administration and wills and Lasting Powers of Attorney.
Questions my clients ask me
I help people devise a way to protect their wealth, reduce their tax burden and provide for their family’s future.
It’s true, there is some overlap in what we do but each profession brings its own niche expertise to the equation. It’s often beneficial to have input from all three professions to achieve the best outcome.
No! The majority of people have some preference over what happens to their assets. I help people of any means to achieve those goals. For example, I am often asked how best to protect the family home from being lost to care fees – an issue that a lot of people feel strongly about.
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