I help individuals and familes through all their stages in life.
Advising a client on restructuring his Will to balance the distribution of his assets in the UK and in the USA including liaising with his US lawyers to ensure the wills matched one another.
Advising clients on structuring their Wills and trusts to cope with complicated family situations to ensure that their wishes are carried out with the minimum dispute between different sides of the family.
Advising on and implementing the setting up of a series of complex family trusts to mitigate potential tax liabilities.
Administering a complex estate with assets in multiple countries.
I have presented seminars on tax and succession to STEP.