I am a Senior Associate in Michelmores’ Tax, Trusts and Succession team, having joined the firm in 2018 after qualifying in 2015 with a practice in Cheltenham.
I have experience in dealing with a broad range of private client issues including advising on a number of estate planning and succession matters, administering and creating trusts and providing advice in relation to court of protection cases.
A significant part of my practice involves looking after a number of UK families and landed estates, providing a holistic service which often involve other disciplines and necessitate liaison with their other advisors.
I am a full member of the Society of Trust and Estate Practitioners (TEP)
Acting for the trustees of a number of significant landed estates across the UK on a day-to day basis, including advising trustees on all aspects of their duties and next generation succession planning. This often requires interaction with other professionals to provide solutions via a joined-up approach.
Advising families in relation to their succession planning, to include the preparation of wills and letters of wishes and tax planning to make efficient use of inheritance tax reliefs, including business property and agricultural property relief.
Advising trustees on re-structuring existing family trusts including those governed by the Settled Land Act, for example to reflect a change in family circumstances.
Advising on the creation of lifetime settlements for asset protection purposes and drafting the necessary trust deeds.
Advising and preparing a Power of Attorney for a client who had severe communication problems and difficult family circumstances.