I am a personable and conscientious associate in the Private Wealth team, with a keen eye for detail.
We advise private UK and international individuals in relation to succession planning, Wills and trust creation, including issues of domicile.
I specialise in the administration of non-contentious complex probates, including those with an international element in addition to those estates with complex farming and business arrangements that attract Agricultural and Business Property Relief. I also advise on powers of attorney, including Enduring and Lasting Powers of Attorney.
Originally from Lincolnshire, I joined the firm as a trainee in 2013, qualifying in 2015. I graduated with a first class honours from Northumbria University, Newcastle. I soon found my niche in the Private Wealth team, having undertaken a year in the team during my training contract. I am currently undertaking further professional exams as an affiliate member of The Society of Trust and Estate Practitioners.
I advise UK and international private individuals in relation to tax, succession and estate planning, including:
- Wills – from basic to more complex Will structures involving trusts.
- Trusts – lifetime settlements.
- Administration of complex estates including probate and letters of administration, UK and non-UK domiciled individuals.
- Powers of attorney including general, enduring and lasting powers of attorney.
I am a well-organised and pragmatic associate, and pride myself on paying careful attention to the in-depth circumstances of my clients and their estates to tailor the best possible advice. Most of our clients have international elements to their estate and/or complex business arrangements; we are able to provide well-rounded advice to cover all of your family’s estate planning needs all in one place. Working closely with your financial advisers and accountants, we ensure efficacy for your family and descendants across the generations.
In my free time, I thoroughly enjoy a challenge – from running the London marathon to a charity bake sale, I love to get involved. I am also a committed member of the Taylor Vinters Green Committee, doing my bit for our firm’s carbon footprint and the netball team.
If I can help you or your family plan for the future, please do not hesitate to get in touch.
Professional bodies and associations
- Affiliate member of STEP
- Member of the Cambridge Young Professionals Group (CYPG)