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I have 19 years' experience in a variety of tax roles.
I now manage a specialist team dealing with tax compliance for a large number of trusts.
I also advise clients on planning for and mitigation of inheritance tax.
“Our advice is to seek help from a qualified and regulated lawyer as soon as possible. Sadly many companies have attempted to cash in on the market and have exploited unwitting consumers who were simply trying to provide for their families in future.
“Will writing and estate planning are generally unregulated services unless carried out by a solicitor who has to work under the remit of the Solicitors Regulation Authority and is accountable for any work carried out. Solicitors are also obliged to carry full professional indemnity insurance to cover all eventualities.
“Planning for later life and protecting your assets can be a tricky exercise that is fraught with emotion and potential legal pitfalls. Wills, trusts and powers of attorney are specialised pieces of work and should be carried out by legal professionals who are accountable and regulated for the work they do.”
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