Overview
I advise trustees, individuals, families and family offices on complex trust and tax matters. My practice focuses on trust governance, trustee decision-making and tax planning, helping trustees navigate their responsibilities and manage family wealth effectively.
I work closely with trustees on the ongoing management of trust structures. I also oversee the delivery of trust services and work alongside colleagues across Michelmores to provide integrated advice on trust, tax and wider private wealth matters.
Recent experience
Providing strategic advice on the restructuring of trust arrangements to meet changing family circumstances and objectives, including consideration of tax, fiduciary and succession issues
Working with trustees and families to develop long-term succession arrangements designed to preserve wealth and facilitate orderly transitions between generations
Providing specialist advice to families and trustees on inheritance tax exposure, business relief and wider trust taxation issues
