- Preparation of wills
- Inheritance tax advice
- Trust work
I help people plan for their futures by advising them on all aspects of wills, taxes and trusts.
I help clients write their wills, advise them on inheritance tax liability and advise them on setting up and managing trusts. This includes advice on how to make the best use of tax reliefs and exemptions.
I also help clients set up a lasting power of attorney, detailing who should make decisions on their behalf should they no longer have the capacity to make decisions themselves.
Having previously worked in the firm’s corporate team, I have a strong understanding of corporate entities.
I enjoy travelling, with two of my favourite places being the Caribbean and Venice.