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I head up the Tax, Trusts and Estates team in the firm’s Leeds office and also manage Tax, Trusts and Estates enquiries for our Manchester and Newcastle offices.
My role involves advising high net worth individuals and their families on all aspects of succession, tax, and asset protection planning. This includes advice on:
I work closely with my clients and get to know them so that I fully understand their requirements. I advise on the most practical and effective way to protect and preserve the wealth that they have created for the benefit of their families or other chosen beneficiaries. This can involve minimizing the effects of inheritance tax, possible divorces, financially irresponsible heirs, and family disputes.
I also assist clients who are beginning to lose the capacity to deal with their affairs themselves, ensuring that their families or trusted advisors can help.
I work closely with my colleagues in other areas of Irwin Mitchell Private Wealth and also with other professionals, such as financial advisers, accountants and wealth managers, to achieve my client’s goals.
I was interested in law from an early age and took inspiration from my step-grandfather who had studied law as a mature student. I also wanted to join a profession that I felt would give me a sense of pride of being able to help people in some way, so I decided to study law as an undergraduate to see if I enjoyed it and as they say “the rest is history”.
I enjoy meeting clients and their families (new and old), getting to know people, identifying areas where I can help, forming a strategy, and putting that into practice.
I like the fact that I still encounter new scenarios after many years of practicing Private Client law. This, combined with the constant changing of the law, continues to challenge my mind.
I enjoy spending time with family and have an energetic four year old who keeps me busy. I also enjoy holidays in the sun and keeping fit in a 'fun' way with Zumba or Jump Fit.
I qualified as a solicitor in 2006.
“Mental capacity is one of those taboo subjects that people fail to discuss with their families when they are fit and well, but don’t appreciate the impact of until it affects them or a loved one.
“Dementia is becoming increasingly prevalent as we face an ageing population. One way to understand just how much this disease affects so many is to become a Dementia Friend to better understand the difficulties that people with dementia come across on a daily basis.
“The more understanding we have as a country, the better prepared we will be to be able to care for people affected by dementia.”
“The results from this report are staggering: millennials’ wealth and homeownership patterns are vastly influenced by their parents’ wealth, and this is only growing in strength. If their parents don’t own property themselves, then they’re significantly less likely to own a home before the age of 30.
“This causes serious concern for the future when the aging population crisis is considered alongside it. If the current generations are waiting longer and longer to inherit wealth, buy a home or invest, this could have serious ramifications for the economy as it leaves young people tied to their parents and creates a wealth gap, leaving some in a much better position than others.
“When care home fees are considered – which can wipe out inheritances due to their high costs and more people needing them for longer – this leaves future generations in a very dangerous position of being significantly less financially secure than their parents or grandparents.
“We’re having more conversations about this with our clients and there are more reports being published on the matter every week because it is the new reality for younger people that they have to rely on their parents’ and grandparents’ wealth to achieve those big life milestones. Any autonomy over the system is rapidly diminishing for many.”
“I am delighted to have my former colleague Sarah join the team at Irwin Mitchell Private Wealth in Leeds, where a lot of exciting work is being undertaken.
“We have grown very quickly in the last year and Sarah’s appointment proves we are establishing ourselves as an outfit of excellence that can attract new talent in the Leeds market.
“There is a huge amount of investment going into Leeds over the coming years and we want to make sure our team is at the forefront of this exciting development in order to meet our growing client base’s needs.”
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