Biography
I specialise in advising trustees of high value private family trusts in relation to all matters of trust law and governance, the taxation of trusts, and complex trust re-structuring (pre- and post-death, including the re-structuring of Will Trusts). I also advise high-net-worth individuals and business owners in respect of succession planning and asset protection (particularly in relation to the creation of trusts).
I am also experienced in advising on complex estate administration matters where a distribution strategy is required across multiple trusts (such as Will Trusts, Life Policy Trusts and other private family trusts) and work closely with our Will, Trust and Estate Disputes team in this regard.
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