My day-to-day work is very varied, but I probably spend most of my time preparing Wills, advising about inheritance tax planning and issues surrounding mental capacity.
I qualified as a solicitor in 2008 after studying at Plymouth University. I work across all private client areas. My typical client tends to be a business owner or a retired professional who is looking to protect wealth and assets through a Will, tax planning or trusts.
I work closely with other departments within BPE to understand how businesses operate and the way in which business owners wish to protect their interests. I can also work alongside clients’ existing tax or financial advisors where there are more complex financial affairs or complicated family structures. My particular area of interest is dealing with issues surrounding mental capacity.
This might include completing and advising on Powers of Attorney or through dealing with more complex applications to the Court for Deputyship Orders.
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.
Peter provides 'excellent client service and pragmatic advice on a timely basis' according to Legal 500, 2018