I am a friendly and pragmatic associate in the private client department and I advise clients in relation to their lifetime estate planning and business succession planning. I spend time getting to know my clients and fully understanding their circumstances so that I can provide them with tailored and effective advice.
I completed my undergraduate Geography degree at Exeter University in 2015 and went on to complete the GDL and LPC at Nottingham Law School. I trained at a well-known agricultural firm in Lincolnshire and qualified in 2018. I first joined Taylor Vinters in 2020 where I worked for two years before briefly spending a year working at a large international firm to gain more experience in offshore trust and tax matters. I returned to work with my colleagues and clients (old and new) at Taylor Vinters in 2023.
I completed the Society of Trusts and Estates Practitioners Diploma in 2022 attaining a distinction and am now a fully accredited member of STEP.
I have experience advising UK based clients in relation to both their personal and business affairs and in particular:
• Lifetime estate planning
• Powers of Attorney
• Business succession planning
• The administration of estates
• Establishing Trusts
• Advising Trustees
I have a particular interest in advising clients who have agricultural assets (such as land, stock and machinery) in both a business and personal context and I work closely with our rural property team to assist our clients with business succession planning and governance documents.
I can also assist clients who have overseas assets themselves and I can advise executors of estates which have cross-border considerations.
During lifetime, I will help you structure your estate in a tax-efficient manner that best protects your assets. I can also assist with mental capacity issues and help put measures in place to ensure that loss of capacity will not affect the running of your personal or business affairs.
I will provide executors and trustees with practical advice and solutions to any issues they may require assistance with.
I can also assist with your business succession planning, from the inception of your business to when you exit your business and I have an understanding of the different factors you will need to consider at each stage of your business’s lifecycle.