I qualified as a solicitor in 2007. I joined the Wills, Tax and Trust team in Moore Blatch April 2016. My previous legal experience includes contentious probate and personal injury litigation. Prior to that I was in the Wealth Management sector in banking.
I assist clients with their Estate and Succession Planning. Central to this is getting to know my clients, getting onto their map of the world by gaining an understanding of what is important to them and their families and what their future aspirations are. Understanding the tax implications of what my clients want is important though I do emphasise that it is equally important not to let the tax tail wag the dog. I then advise clients of their options and through further discussion with them distil a strategy which achieves their personal and family objectives whilst also being tax efficient.
Associate member of The Association of Contentious Trust and Probate Specialists (ACTAPS)
Associate of the Chartered Institute of Bankers
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