- Drafting complex wills
- Inheritance and capital gains tax planning
- Farming partnerships
- Succession planning for farmers and landed estates
- Heritage law
I work in the firm’s private wealth team and specialise in succession planning, asset protection, heritage law and tax advice for individuals, trusts and family businesses.
My clients include owners of landed estates, farmers, high-net-worth individuals and their families.
I use my extensive knowledge and practical experience to advise clients on the issues arising in estate planning including the tax efficient ownership of agricultural, business and heritage property.
I deal with all aspects of wills and farming partnerships — advice which requires a high level of technical know-how combined with commercial acumen.
I also act for trustees and beneficiaries on a range of trust issues including the scope of trustees’ powers and the interpretation of complex trust arrangements.
I take time to understand my client’s circumstances and their particular needs and wishes. My clients want pragmatic legal advice from someone who empathises with the issues and challenges they face.
Accreditations & Memberships
- Fellow of the Agricultural Law Association
- Country Land and Business Association
- Dorset Committee member of the Game & Wildlife Conservation Trust