I act for high net worth UK resident and domiciled clients, often with cross-border elements, providing solutions for their succession planning and wealth preservation, which includes assets in multiple jurisdictions. Where family assets are concerned, I also support the next generation. My practical solutions have resulted in numerous long-term relationships with clients, many of which are multigenerational.
I also advise individuals who have unfortunately suffered a catastrophic injury by advising on and setting up personal injury trusts. As a director of the firm’s trust corporation, I work closely with the administration team and with investment managers to support the client.
I am also involved in Court of Protection (COP) work, to include appointing a deputy, acting as a professional deputy and making general COP applications such as for statutory wills/codicils and gifts.
I prepare witness statements and act as an expert for high value personal injury and clinical negligence claims.
Given their rise in popularity, I increasingly provide guidance on the devolution of digital property rights and interests.
I am a member of the Society of Trust and Estate Practitioners and a full accredited member of Solicitors for the Elderly (SFE).
I have been named in eprivateclient’s “Top 35 under 35” in 2011 and 2012 and received a distinction in STEP’s Advanced Certificate in Cross-Border Estates.