Overview
I am a Partner in the Private Wealth team.
I undertake a broad range of private client work, including estate planning often involving trusts, tax, powers of attorney and wills for wealthy individuals and families.
My experience includes trust and probate administration and charity matters, including creating charities and governance.
I offer the role of trusted advisor to many clients who I have acted for over many years, and across generations and different branches of one family.
I am ranked in Chambers & Partners for Private Wealth (High Net Worth), Bristol and surrounds in Band 2, and listed as a Next Generation Partner in Legal 500 for both Personal Tax, Trusts & Probate and for Charities and not-for-profit in the South West.
I am a member of the Society for Trust and Estate Practitioners.
Recent experience
Estate planning for families and trustees including Inheritance Tax planning and maximising relief on assets qualifying for business property relief and agricultural property relief
Administration and restructuring of a very valuable estate with specialist assets and foreign property in several jurisdictions. Also providing further estate planning advice for beneficiaries
Trust planning by establishing new trusts and advising trustees in complicated family situations
Advice to charitable trustees on duties, governance, dealings in land, and Charity Commission applications
Advising on mental capacity and duties of attorneys
