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As a partner in the Private Wealth team I advise private individuals, the owners of rural estates and businesses, trustees of private trusts and charities. I specialise in helping families with inheritance issues, tax and succession planning. My work often involves advising on wills, family trusts, powers of attorney and other legal structures.
I help families after bereavement and I am frequently asked to act as an executor of clients’ wills.
I am a trustee of various private trusts and a grant-making charity.
I work closely with clients’ accountants, investment managers, financial advisers and surveyors to complement the work which they do.
My interest in the law started as a child. Being the son of a chancery barrister, legal matters were a fairly common topic of conversation and I found the law interesting. Later in life many colleagues and mentors have inspired me along the way (and they still do).
Giving clients peace of mind is always rewarding. No two clients or families are the same; family dynamics aren’t always straightforward; and laws and taxes are seldom static - so professional life is never dull! It is always a privilege to become a trusted adviser and it is particularly satisfying to help clients to solve problems and to achieve their goals.
The firm is well-resourced and it keeps clients’ best interests at the heart of everything that it does.
I love spending time with my family and, when time allows (which isn’t very often) I enjoy tennis, cycling and golf with variable success.
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