Solicitor – Admitted 2015
Overview
As a Partner in Michelmores’ Tax, Trusts and Succession team, I provide comprehensive advice on all aspects of private client matters helping clients navigate the ever changing tax landscape. My expertise spans Wills, Trusts, Lifetime Tax Planning, Powers of Attorney, and Estate Administration. I am committed to helping families navigate the complexities of multi-generational asset planning with confidence and clarity.
A full member of STEP (Society of Trust and Estate Practitioners), I am deeply aligned with its mission to support effective and responsible estate planning. I serve as vice chair of the West of England branch of STEP and regularly attend local events.
My passion for ensuring that older and vulnerable individuals have access to high-quality legal services is reflected in my role as Regional Director for the South West branch of Association of Lifetime Lawyers (previously known as Solicitors for the Elderly).
Having trained and worked at a London firm before returning to the South West, I have been part of Michelmores since 2019. My dedication to building lasting relationships with clients and delivering tailored solutions for their unique needs remains at the heart of my practice.
Recent experience
Advising on Tax planning through Wills and post death variations to maximise the use of Inheritance Tax allowances including the Residence Nil Rate Band and available tax reliefs such as Business Property Relief and Agricultural Property Relief and to take advantage of the reduced rate of Inheritance Tax which applies where at least 10% of an estate passes to charity.
Preparing a wide variety of Wills for clients with different circumstances such as Wills incorporating discretionary trusts and those which provide for Disabled Beneficiaries.
Assisting personal representatives with extracting a grant of probate or letters of administration and guiding them through the process of administering estates in accordance with a will or the rules of intestacy. This includes high net worth estates and estates where it is necessary to negotiate with HMRC on obtaining suitable reliefs for Inheritance Tax and estates with multi-jurisdictional aspects.
Advising on applications to the Court of Protection for the appointment of deputy’s to deal with a person’s property and financial affairs where there were no prior arrangements in place before they lost capacity.
