Solicitor – Admitted 2015
I for one was impressed with the speed that she seemed to pick up the intricacies of the Trusts […] and with her grasp of so much.
Thanks for your work in getting this drafted and circulated so quickly. Reading it gives me confidence and peace…you have crafted a great document, covered everything I could think of and more.
Overview
As a Legal Director in our Tax, Trusts and Succession team, I advise a broad spectrum of clients on managing and structuring their personal affairs in a tax efficient way. My work is rooted in helping individuals and families to preserve their assets and wealth for future generations.
I have a particular focus on landed estates and rural businesses, offering specialist advice to individuals, families, and connected entities. This includes guidance on structuring ownership, preserving generational wealth, and ensuring the long-term sustainability of rural enterprises.
My approach is collaborative and tailored, recognising the unique challenges and opportunities that come with managing heritage assets and countryside interests. I work closely with wealth managers, land agents, and colleagues across Michelmores to deliver integrated, client-focused solutions.
I have extensive experience advising families with capital tax planning in relation to heritage property, including claims for Conditional Exemption, Acceptance in Lieu and other heritage property reliefs.
I joined Michelmores following working at a leading private client law firm in London. I am a full member of the Society for Trust and Estate Practitioners.
Outside work, I am a competitive downhill skier. I also enjoy playing tennis regularly.
Recent experience
Advising and overseeing the fair division of family assets, including a landed estate and international interests, so as to preserve the integrity of the UK land which had been owned by the family for generations, whilst ensuring the future family harmony
Advising a business-owner on the pre-Budget transfer of their corporate interests in a tax efficient manner. Working closely with accountants to deliver this result in a timely manner
Establishing a high-value Maintenance Fund for the maintenance and preservation of heritage property and liaising closely with the Official Side in this connection
Providing strategic advice to clients on the mitigation of Inheritance Tax by establishing a Family Investment Company
Supporting clients in implementing succession planning strategies ahead of the anticipated changes to Agricultural Property Relief and Business Property Relief in April 2026
