About me
My role is to guide clients through the estate planning process, helping them put appropriate safeguards in place to ensure they can pass their wealth to the next generation in the most tax efficient way possible.
I work with professionals, business owners, football managers, lottery winners and songwriters, advising them how best to utilise the full range of estate planning options, including wills, trusts, deeds of variation, family investment companies and family charters.
Thorough and pragmatic by nature, my approach is to work with clients to determine what they want to achieve and how best to address their concerns, then provide the robust support they need to reach the desired outcome.
Outside of work, I act as a trustee for a charity that operates hostels for the homeless and ‘move on accommodation’ to help people get back on their feet.
My experience
- I have obtained a Society of Trust and Estate Practitioners (STEP) Diploma.