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:
- Inheritance Tax
- Capital Gains Tax
- Administration of Estates
- Powers of Attorney
- Court of Protection matters.
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 legal areas and also with other professionals, such as financial advisers, accountants and wealth managers, to achieve my client’s goals.
What Inspired You To Get Into Law?
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”.
What Is The Most Rewarding Aspect Of Your Role?
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.
What Do You Do Away From The Office?
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.