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I am Regional Managing Partner for Irwin Mitchell's Newbury office, where I also head up the local private client team.
I help individuals and their families with all aspects of succession, tax and asset protection planning. This includes advice on wills, inheritance tax, capital gains tax, trusts, probate, powers of attorney and Court of Protection matters.
Whether it's guiding clients through their options to maximise wealth for themselves and the next generation or helping them through the emotional time of bereavement or poor health, my approach is refreshingly 'unstuffy', always professional, hopefully with a few smiles along the way and focussed on building long term relationships as a trusted adviser.
I work closely with other private client professionals, such as financial advisers, accountants and wealth managers, to complement the advice and services they give their clients.
At sixth form college, law sounded impressive as a degree choice so I went that route at university but combined it with French to hedge my bets. As I enjoyed the law modules far more than the French ones it seemed natural to pursue a legal career so, quite a few years on, here I am.
Working with a wide range of individuals and families to help alleviate the stress, navigate through the complications and spot the opportunities in whatever they happen to be facing in their lives.
I do a lot of cycling and running. I also enjoy swimming, particularly open water, just enough to combine the three disciplines and compete in Sprint and Olympic distance triathlons with my local tri club.
I qualified as a solicitor in 2001.
"The consummate professional with the bonus of a caring nature" - Legal 500, 2018/19
“The NAWT does great work in both supporting animals and animal lovers within the local community so we are delighted to have been able to support them as our 2018 Charity of the Year. The initiative is a core part of our desire to actively support the local communities where we are based and we are proud to have helped so many great causes along the way.”
“We’re very excited to have new talent like Robert join our team, which has some exciting times ahead.
“Robert’s client base in the Thames Valley area and his standing in the local legal community will be a great asset to our work here as we look to expand in the future.
“Robert’s expertise will also feed into the excellent work the national team undertakes, which is one of the largest tax, trusts and estates teams in the country.
“I am delighted to have Robert in the team and look forward to seeing his work over the next few months.”
“The latest findings from the Resolution Foundation are very much in line with what we’re seeing with our client instructions and with what the wider British population is facing.
“What concerns us is that the widening wealth gap will affect all generations and not just the young, particularly as we face uncertainty with social care. The long-awaited social care green paper seems to have been delayed indefinitely while we face the prospect of young people losing their inheritances to rising care costs.
“Older generations will also find it difficult as young people struggle to support themselves, let alone their parents should they need it. While they enjoy the fruits of their labour over the years with increased spending, the care problem won’t be solved anytime soon.”
“As a firm we have always been passionate about doing what we can to support important causes and organisations through the IMCF and the Charity of the Year initiative.
“Loose Ends undertakes incredibly important work in the local area and we are already planning a range of activities across the year which will ensure that vital funds are raised to support the services that it provides to so many vulnerable people in Newbury.
“Helping good causes is a core part of life here at Irwin Mitchell and we are excited about seeing just how much we can do for Loose Ends and our other chosen charities across the coming months.”
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