I work with my clients and their families to help them achieve their succession planning aims. I also support charity trustees on all aspects of governance.
I am recognised for developing and maintaining long lasting client relationships which ensure I understand my clients, their motivations and their long term aims and can provide bespoke, client centric advice and solutions.
I am ranked as a leading individual in the Legal 500 UK 2024 directory for the practice areas charities & not-for-profit (SE) and personal tax, trusts & probate: Kent, Surrey, Sussex.
Areas of expertise:
- Wills, succession and tax planning
- Private trusts
- Powers of attorney
- Advising executors and trustees on responsibilities and obligations
- Declarations of trust and loan arrangements
- Charitable governance for charitable companies, trusts, unincorporated associations and charitable incorporated organisations
- Succession planning with business and agricultural assets
- UK/ French cross border planning
- Family enterprises
Qualifications and memberships
- Admitted as a solicitor in October 2007
- STEP
- Society of Trust and Estate Practitioners
- The Probate Section
- The Charity Law Association