My work ranges across the full spectrum of Private Client work, including everything from trusts to Powers of Attorney and estate administration, including advising people about disputed estates.
I qualified as a solicitor in 2000 after studying at DeMontfort University, Leicester. I specialise in Private Client work, advising clients on their personal affairs. My clients are often business owners or retired professionals with reasonably complex affairs that require bespoke solutions in relation to both their Wills and personal tax planning. I work closely with our Commercial and Corporate teams at BPE to advise business owners who may be considering re-organising their business interests to ensure that this is done in a tax efficient way.
I also offer advice about protection of those interests, to include ‘business wills’ making sure that the right people will be making decisions in the event of the client being unable to do this himself for whatever reason. A large part of my work is advising clients about inheritance tax planning and protection to enable them to take control of their affairs so their wealth and assets are preserved for their family and the next generation.
Our Private Client team can make the process of drafting a Will as easy as possible, guiding you through any technical or difficult issues with care and sensitivity.
You can begin the process by filling in this Will Questionnaire and one of our team will be in touch