I advise individuals, families, trustees and beneficiaries in connection with succession, trust and tax issues. I also advise executors and frequently act as an executor or trustee. I aim to gain the trust and respect of my clients by really getting to know them and their family. In turn they appreciate my straightforward and practical approach. In 2009 I was listed as a Top 35 under 35 private client practitioner in the publication Private Client Practitioner and I am a member of STEP (the Society of Trust and Estate Practitioners).
- Succession planning including Will and Trust preparation
- Lifetime and post death Inheritance Tax and Capital Gains Tax mitigation for wealthy individuals and families
- Probate and Deeds of Variation
- Advising trustees and beneficiaries
- Powers of Attorney