Short bio:
I am a partner and head of Lodders’ Private Client team.
I joined Lodders as a trainee in 2003 and progressed to become the firm’s youngest ever partner. It is fair to say that I am Lodders born and bred!
I specialise in wills, probate and estate planning. I act for a broad range of clients assisting them with the succession of their estates which can include farming estates and also family businesses. I have experience in dealing with complex probate matters involving high-value probates and negotiating with HMRC in estates involving claims for agricultural and business property relief.
I enjoy working with a variety of clients and assisting them when making what can be difficult decisions about planning for the future. I am a full member of STEP (Society of Trusts and Estates Practitioners).
I am based in Stratford upon Avon
What I excel in:
- Estate planning
- Landed Estates
- Private Client
- Probate
- Tax and Trusts
- Wills
Pleasant, helpful, and very efficient.
Client
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