What can I do for you?
I am a member of our private tax team and specialise in advising landowners. This involves inheritance tax and capital gains tax planning, and advising on how to protect assets for future generations. The focus is on working with you and your other professional advisers to find solutions to complex tax and trust issues.
Supporting my clients’ objectives
We aim to listen and understand what is important to you and your family. Many clients are concerned about developing a strategy for succession planning and we are keen to build long term relationships across the generations. We appreciate the importance of working as a team with other professional advisers to formulate practical solutions. However, we also believe there is no substitute for the most advanced technical knowledge.
What do others say?
One of the most common things we hear is that our team provides practical solutions to difficult problems. Chambers UK says that we show “reassuring enthusiasm and dedication for work”. We are recognised nationally for our expertise of tax, trust and probate matters. We were very proud to receive the award for Private Client Team of the Year at the Legal Business Awards 2009. However, receiving positive feedback from clients provides the greatest satisfaction.
What else should you know?
I am a member of the Country Land and Business Association, which addresses many of our clients’ needs and concerns. I am also a member of the Society of Trust and Estate Practitioners (STEP), and an associate member of the Association of Contentious Trust and Probate Specialists (ACTAPS). These are prestigious and well respected bodies that keep me abreast of the latest developments.