I currently practice across the breadth of traditional Private Client work but specialise in Wills, Trusts and Estate Planning. I became a full Society of Trust and Estate Practitioner (TEP) in 2018 and enjoy working with clients to find a practical and positive solution to their estate planning needs.
I advise clients on setting up new Wills as well as providing advice on existing Wills and Codicils. I have experience of drafting a range of Wills from basic mirror wills to Flexible Life Interest Trust Wills.
I provide advice and guidance to those clients who are looking to review their estate. This will often involve a detailed fact finding appointment followed by a written review and advice. The advice is tailored to the clients’ needs and priorities and focuses their priorities and goals.
Administration of Estates
I have experience of dealing with a range of Administration of Estate matters. These include straight forward matters where the client is simply instructing me to extract the Grant of Probate to full complex administrations. I have experience of dealing with Inheritance Tax paying estates and advise the Executors on valuing and protecting the estate and themselves.
Trust Set up and Administration
I advise clients on the use of trusts both within their Wills but also those set up during their life time. I advise clients on the use of trusts for the purpose of making life time provision for family members.
Direct Dial: 0118 974 7540
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