I am a Managing Associate in the Private Wealth team. I advise individuals and their families on a range of succession planning and trust matters including international probate.
My role includes advising both domestic and international individuals and their families on a wide range of estate planning matters including Wills and trusts as well as powers of attorney and tax matters.
I have a particular interest in international probate and regularly handle the administration of cross border estates working with lawyers in the U.S., Hong Kong, Italy, France, Switzerland, Australia and South Africa among others.
I enjoy working with and supporting my clients with their succession planning as their lives unfold and circumstances change. I take time to understand their circumstances and needs to better help them to achieve their goals, building long term relationships with them. I pride myself in providing exceptional client service.
Areas of expertise:
- Succession and tax planning (including Wills, lifetime trusts and foreign assets)
- Trusts (including creation, termination, advice in relation to trustee’s powers, distributions and change of trustees)
- Property ownership (including declarations of trust, co-habitation agreements and loan agreements)
- Deeds of Variation
- Lasting powers of attorney
- Estate administration (including cross border estates and international matters)
- Home Loan Plans
Qualifications and memberships
- Member of the Society for Trusts and Estate Practitioners.
- Admitted as a solicitor in May 2016
My experience
Advised in a complex cross-border estate matter where the deceased died domiciled in England and Wales with significant assets in the U.S and UK.
How we made a difference
My thinking
Reduce inheritance tax by leaving a gift to charity
Simplifying the ‘seven year rules’
Primogeniture: the right of an eldest son to succeed to the estate of his ancestor
Why every business owner should have a business power of attorney
What are the options available to assess mental capacity?
Should I appoint a trust corporation as an executor or trustee of my Will?
