Ensuring that your hard-earned assets pass in accordance with your wishes is an integral part of my role and I thoroughly enjoy the personal nature of Private Client and the close relationships I develop with my clients.
The range of work I deal with is very interesting as I am able to support all kinds of people, from those with simple estates and Will requirements to high net worth individuals who require more complex trust planning. No two situations are the same, and I always take an individualised approach with each client. The problem-solving element of estate planning and then ensuring the correct succession of a person’s assets on death – however big or small – is something I find very rewarding.
Outside work, you will find me out with friends exploring London and trying new restaurants. I enjoy watching sport and having previously lived in Hong Kong and New York, I also love to travel.
You are never too young to make a Will. Even though you may not have significant assets now, you might do in the future.
Lasting Powers of Attorney are incredibly useful if you are abroad for an extended period or if you are ill or injured and unable to look after your affairs whilst you recover.
The estate administration process following a death is complex, even with the simplest of estates. Let us help you at a time that is already difficult enough.
What happens if I don’t make a Will?
Your estate will pass in accordance with the intestacy rules, which may have unintended consequences and make matters more complicated for your loved ones. If you are young, not married, and do not have any children, your assets would pass upwards in the first instance, rather than to your siblings or nieces and nephews who are more likely to need financial help.
So, when should I make my first Will?
The sooner the better. Even though you may not have significant assets now, you might do in the future and it will provide you with peace of mind knowing that you have one in place.
Is there anything else I need to think about?
Think about getting Lasting Powers of Attorney in place early on and consider arranging an estate planning meeting to see what else can be done during your lifetime to safeguard and preserve your wealth for the future.