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I advise on every aspect of succession law, such as trusts and wills, and all associated taxes. I have a particular focus in planning for inheritance tax, capital gains tax, and all other taxes related to trusts and estates.
Many of my clients are family business owners: I guide them through structures that make the maximum use of available tax reliefs. I help many of them in balancing inheritances between those who are part of the family business and those who are not.
I give support to colleagues on unusual, novel and complex tax and legal issues in my field. Teaching is in my genes and has helped me convey my enthusiasm and some of my knowledge in lectures and workshops for more than 20 years. I take particular pleasure in helping younger colleagues develop their expertise.
Because law affects everyone’s daily life, I wanted to understand how it works and use my knowledge to help others. In my teens I was a keen reader of both detective stories and Victorian novels, many of which involve wills. Becoming a professional adviser on wills seemed a natural step.
Trust and succession law has centuries of history behind it, while the related tax rules are constantly changing. This satisfies both my interest in history and the wish constantly to grapple with new challenges.
Most fascinating of all are the people I meet, helping them find a way through a complex web of issues in order to arrive at the solution that is right for them and their families.
I enjoy singing in a number of choirs and have a passion for all kinds of classical music. I am an enthusiastic walker, particularly in the English Lake District. I am also an avid reader of fiction and history.
"Has a wealth of experience and can immediately grasp the issue at hand and provides clear and practical advice" - Legal 500, 2018/19
“We welcome HMRC’s willingness to review the taxation of trusts and very much hope that it will result in some real simplification. Sadly, this did not happen:
• when income tax and capital gains tax on trusts were last consulted on in the first part of the 2000s;
• when HMRC, without consultation, made fundamental changes to the inheritance tax rules on trusts in 2006; or
• in the highly disappointing review of inheritance tax on trusts between 2012 and 2014.
It is good to see the new consultation document stressing that any system of trust taxation must be fair and neutral, when compared with the same taxes on individuals. But it is disappointing that, in citing in the consultation document particular tax rules “that may constitute exceptions to the principle of fairness and neutrality” HMRC only produce examples of when they think trusts pay less tax than individuals. The reverse is true in many, many cases.”
“It is good to see the Chancellor of the Exchequer taking an interest in simplifying inheritance tax (IHT), which is well overdue. ‘Improving the customer journey’ is a major priority at HMRC, and so as a result changes are afoot.”
“Irwin Mitchell Private Wealth’s Chichester office is looking forward to hosting this free seminar, which will shed light on what can be a myriad of issues for families if attempted without specialist guidance.
“Our aim as legal experts in wills and estates is to make sure that our clients as well as the general public are aware of the tax benefits available to them. If we can help just one person understand the complexities of lifetime gifts and inheritance tax laws, then have them update their will accordingly, the seminar will have made a difference.”
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