T: 01789 206105
I joined Lodders in 2015 following working for some years with a major Birmingham law firm and a top four firm of international accountants. I qualified as a solicitor in 1975 and am now a consultant in the firm’s Private Client team and 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.
Are you a member of any societies, committees or organisations either at work or externally?
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…other than that I try to avoid being a stereotypical lawyer!
What gets you out of bed in the morning?
The wish to start another day that could be full of new and interesting things to do, see and participate in – I’m a neophiliac.