I have been qualified as a Solicitor for over 20 years and have experience of dealing with complex matters in a number of areas including Wills, Trusts and Estate Administration and work in the firm’s Royal Wootton Bassett office.

The decisions clients need to take dictates the need for a personal and approachable manner to make sure that the options available are appreciated and an informed, understandable, solution is provided. I enjoy creating solutions for clients and am happy to co-ordinate with other professionals including accountants and financial advisers.

Examples of work:

• Dealing with complex estate administrations and successfully claiming the relevant inheritance tax allowances worth many millions of pounds.
• Administering and finalising delicate and complicated discretionary trusts.
• Estate planning including the utilisation of Deeds of Variation to protect assets and mitigate against potential inheritance tax liabilities.
• Creation and registration of Lasting Power of Attorney documents.

Three words which best describe you:

Understanding, personable and pragmatic.

Memberships & Associations
STEP, Member of The Law Society Private Client Section, Full member of Association of Lifetime Lawyers.