My work includes inheritance tax planning and succession issues generally, the preparation of Wills and Powers of Attorney, the creation and administration of Trusts and administration of estates as well as dealing with Deputyship matters, applications to the Court of Protection and planning for care fees.
I provide commercially minded advice to business owners, high net worth individuals, trustees, executors and attorneys on a wide range of taxation and legal issues.
I have particular expertise in acting for high net worth individuals and business owners in relation to the private client issues that they face. I am commercially minded and I pride myself on developing strong relationships with my clients, colleagues and other professionals such as accountants, financial advisors and wealth managers.
I regularly deliver seminars for accountants, wealth management professionals and tax specialists as well as bespoke training for charities and property companies, relating to private client matters.
After completing my diploma in 2010 I became a full member of Society of Trust and Estate Practitioners (STEP) and I currently sit on the North East branch committee. I sit on the Lord's Taverners (Charity) committee for the North East. I am also a member of the DWF CSR committee.