I work in the Tax, Trusts and Estates team from our Manchester office. My primary role is helping people plan for the future and assisting with succession planning. It includes:
- Advising on Inheritance Tax and Capital Gains Tax
- Powers of Attorney
- Court of Protection.
To achieve this I take time to understand my client, their family and financial position. I need to understand their objectives, concerns and wishes. I can then advise them on the best practical way in which they can give effect to their plans including how to minimise any Inheritance Tax or threats such as family disputes. To achieve my clients aims I work closely with other teams and in particular the wealth management team.
I also assist clients who are concerned that in the future they won’t be able to manage their own affairs and families where loved ones have lost capacity but haven’t made plans or have passed away.
What inspired you to get into law?
None of my family were lawyers but I had, and still have, a sense of justice. I wanted to help people and to assist them in achieving fairness.
What is the most rewarding aspect of your role?
The best part of my job is meeting people and getting to know them. From there the satisfaction is being able to help them and to assist them with their planning which removes for them some of their stresses, concerns and worries.
What do you do away from the office?
I am married with 2 children and enjoy being with the family and in particular watching my children play sport. I am a keen runner and in particular enjoy fell and trail running. I am also a football fan. I also enjoy listening to music, going to gigs and I play the guitar.