Partner and Head of Wills, Tax and Trusts
Area of Expertise
- Services for later life
- Wills, tax and trusts
- Complex will drafting for high net worth clients
- Inheritance and capital gains tax planning using trust structures
I am a partner and head of the firm’s wills, tax and trusts team, specialising in wealth protection and inheritance tax planning.
My clients include high net worth individuals and their families, who are interested in understanding their tax position and how best to arrange their assets in order to protect them for future generations.
I take time to understand my client’s circumstances and their particular wishes and concerns. I then advise on tax efficient strategies such as the use of trusts to organise their affairs as efficiently as possible and/or to pass on family assets to children and grandchildren. As part of this, I deal with all aspects of UK trusts, including their planning, creation, administration and winding up.
Above all, my clients want me to provide clear and practical advice, as well as talking through the options. They want to be reassured that issues will be dealt with as quickly and efficiently as possible and that their interests will be protected.
The specialist members of the team, who include a chartered tax advisor, have been selected for their extensive knowledge and experience, so our clients have the peace of mind that they are dealing with leading tax and trust professionals.
- Trust and Estate Practitioner
- Society of Trust & Estate Practitioners
Bournemouth & District Law Society
- Noted in Chambers as a Leader in her field for the South
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