Experience
- Wills - including those involving agricultural and/or business assets, life interest trusts and discretionary trusts to protect assets for future generations.
- Business and Agricultural assets – advising clients of inheritance tax exemption, such as Agricultural Property Relief and Business Property Relief relating to farms and businesses.
- Powers of attorney – including the preparation of Lasting Powers of Attorney for Property and Finance, and Health and Welfare, and registering with the Office of the Public Guardian.
- Estate planning – identifying inheritance tax liabilities and advising clients on tax efficient ways to divide their estate in a will and/or make lifetime gifts outright to beneficiaries, or into a trust.
- Estate administration – assisting executors in relation to all aspects of estate administration, including applying for relief from inheritance tax, dealing with complex and high value estates with foreign assets, and intestacy situations.
- Deeds of Variation – varying a will post-death for beneficiaries to redirect entitlement from an estate.
- Trusts – establishing trusts for clients during their lifetimes or in a will to protect assets for future generations and advising trustees of their duties and responsibilities.
- Court of Protection – assisting families with applications including Deputyships and Statutory Wills.
Outside of the office
I enjoy travelling to places of cultural and geographical interest, including Norway and Bermuda.
My weekends are often spent embarking on outdoor pursuits and supporting my children’s many sporting interests, which include cycling, rugby, football, hockey, netball and golf.