I have specialised in private client work for over 20 years, advising on lifetime tax and succession planning, advising clients with offshore connections and assets and those owning businesses.
I regularly lecture on Inheritance Tax, in particular on the relief available to those owning agricultural and business property. As well as advising UK individuals and families, I also have experience of opportunities available to resident and non domiciled individuals and those wishing to make use of offshore trusts.
I am a full member of the Society of Trust and Estate Practitioners and Solicitors for the Elderly as well as holding a Diploma of the Personal Finance Society which gives me an insight in wider financial planning in conjunction with practising financial planners. I am also a regular speaker at conferences and training events.
I have been listed as a Leading Lawyer and Prominent Figure in the City Wealth Leaders List 2015.