- Estate Planning
- International Estate Administration
- Estate Administration
- Tax: Inheritance Tax and personal Tax
Following a successful career in the Royal Navy I qualified as a solicitor in 2015 and chose to specialise in the Private Client area. In 2018 I became a Chartered Tax Adviser with Inheritance Tax and Personal Taxes as my specialism. I have gained experience in a range of domestic and international matters to include preparing wills and estate planning. I also administer estates where assets are located in multiple jurisdictions.
To complement my specialism, I speak fluent German and have a good working knowledge of Dutch.
In the past I have assisted clients in reviewing and revising their wills and provide advice on their domestic or international estate planning, which includes discussing their tax potential exposure. My clients cover the complete spectrum from purely English wills to the more complex that either include trust structures or have an international element.
I also ensure that I provide suitable advice on other lifetime matters to include powers of attorney and pride myself in adopting a holistic approach to the matter in hand.
I live in the New Forest and after my maritime career I hope to continue with spending some more time on the water or enjoy hiking through the New Forest.
Accreditations & memberships:
- Chartered Institute of Taxation
- Association of Taxation Technicians
- British-German Jurists' Association
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