Short bio:
I am a senior associate in the Private Client team.
I specialise in the administration of trusts, personal tax and probates, working for individuals ranging from children to the elderly, who need assistance and advice regarding their finances and tax affairs. I enjoy having the opportunity to work closely with my clients, and also that I get to work alongside a team that has a vast depth of knowledge and expertise.
Before joining Lodders in 2000, I spent 5 years working as a stockbroker, followed by 2 years as an overseas trust manager in Bermuda.
I am a member of the Society of Trust and Estate Practitioners (STEP), an international professional association for practitioners who specialise in family inheritance and succession planning.
I am based in Stratford upon Avon
What I excel in:
- Private Client
- Probate
- Trust Administration
- Personal tax
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