- LLB (Hons) (Law)
- Diploma in Legal Practice
- Notary Public
- Writer to the Signet
- Member Society of Trust and Estate Practitioners (STEP)
- Advanced Certificate in Family Business Advising (STEP)
I work with you to ensure you and your family have the right protection and support in place for the future through putting wills, powers of attorney, succession plans, asset protection plans, trusts and inheritance tax plans in place.
At a very challenging time for families and loved ones, I help to make their lives easier.
Care home fees can be a worry for individuals and their families: I have a particular interest in this area and help you, or your family, with advice and assistance about care at home and care home fees.
When you are part of a family business, I work with you and other members of your family, to put in place all the personal documents needed to support the continuance of the family business down the generations. This includes family constitutions, tax planning, agendas and governance for family meetings and making sure that shares in the family business aren’t inadvertently willed away from the family.
Working with business family members to ensure that personal documentation (wills, powers of attorney, etc.) are in place for each family member in their particular role in the family business.
The set-up and management of several trusts:
- To protect and care for a disabled adult
- To allow philanthropic giving by a business family
- For asset protection and
- To help with tax mitigation.
Working with older people on managing the move from their own home into long-term residential care and ensuring, through sound investment, that they have enough financial resources for care home fees.