About me
I advise individuals and families on how best to protect and pass on wealth, from succession planning and inheritance tax to wills, powers of attorney and UK tax for international clients.
I work with a wide range of clients, from lottery winners to family business owners, often supporting several generations at once.
My advice is structured and pragmatic, but always personal. I like to make the complex feel manageable and stay in touch with clients year after year to check in on life changes.
I’m a full member of STEP and lead Hill Dickinson’s Private Client sector. Outside work, I volunteer for Koala North West, supporting families across the Wirral. I’m also a trustee of the charity.
When I’m not working or volunteering, I’m dancing, quite literally. I still train at the same school I attended as a child, led by the same inspiring teacher who started it all.
My experience
- Full member of the Society for Trusts and Estates Practitioners (‘STEP’).
- Member of STEP’s ‘Business Families’ Special Interest Group.
- Member of STEP’s ‘Philanthropy Advisors’ Special Interest Group.
- Director of Professional Liverpool (membership organisation serving Liverpool’s professional community).