Our People

I assist clients across all aspects of their personal estate planning, including Wills, Powers of Attorney, Trusts, Succession and Inheritance Tax planning and Family Investment Companies - with extensive experience helping family business and entreprenuerial clients with their succession and tax planning.

Recent Activity

  • Advising on creation of Family Investment Company for succession and tax planning
  • Advising high net worth client on planning ahead of April 2026 changes to Business Relief and Agricultural Relief in relation to Inheritance Tax
  • Assisting clients with complex cross-border estate administration
  • Trust creation for Inheritance Tax and succession planning