I am a Partner in Michelmores’ Tax, Trust & Succession team.
I provide advice to individuals who are regarded as being medium to high net worth and have a client base that is primarily in Devon and Cornwall.
Having been a Partner at Michelmores for more than twenty years, I have developed a substantial following. Developing a relationship of trusted advisor is pivotal to the nature of the work which I undertake for people. I often advise several generations of the same family.
Though I may not personally be able to help with certain legal requirements I will always have a point of contact in Michelmores who will be able to. Because of the depth and strength of Michelmores skillset, clients are often reassured to know that there is a team behind them ready to help.
It is this collaborative approach which Michelmores has adopted for many years and which has led to the organisation’s ongoing success.
Assisting Directors of a large family run company with their personal family tax planning concerns including Inheritance Tax mitigation
Assisting families who have been affected very sadly by children experiencing alcohol and drug dependency issues, with their succession planning
Assisting Agricultural clients with succession planning to include Agricultural Property Relief
Liaising with accountants and financial planners as appropriate