I am a consultant in Lodders’ Private Client team.
I advise individuals on estate and inheritance tax planning, including wills and the creation of trusts, small business owners on succession planning, and trustees on amending or terminating trusts.
I enjoy the variety of work in the Private Client team; meeting people, and finding out about their lives, and keeping abreast of changes in legislation relating to tax and trusts. No two clients are the same and I feel privileged to help each of them to achieve their aims in sorting out their financial affairs in a tax-efficient way, whilst taking into account their particular wishes, aspirations, and relationships with members of their family.
I am a member of The Society of Trust and Estate Practitioners and a director and the company secretary of the management company that owns the freehold of the property in which I live.
I am based in Stratford upon Avon
For help with a legal problem or more information on any of our services at Lodders, please get in touch with our friendly team. You can contact us via the number or email address below, or fill in the form and we will get back to you as quickly as we can. To reach the individual featured on this page, you can find their contact details at the top.