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I am a Senior Associate in the Newbury office, advising on wills, probates, inheritance and capital gains tax, and trust structures. I help families plan for the future, providing peace of mind with estate planning, asset protection and tax planning.
I have a particular interest in helping individuals cope with loss of mental capacity or plan for a time when they may be unable to take decisions for themselves. This involves preparing and advising on Lasting Powers of Attorney, making applications to the Court of Protection to appoint deputies, or to enable attorneys and deputies undertake tax planning. I also advise attorneys and deputies on their duties and responsibilities to ensure that they comply with their statutory obligations so they do not leave themselves open to claims.
I take a rounded approach to helping families manage their legal affairs, working with financial advisors, wealth managers and accountants. This ensures I can offer advice that is most suitable and ‘joined-up’ for them.
Prior to specialising in this area of law I worked in Personal Injury dispute resolution, which serves me well in bringing cases before the Court of Protection to assist families to put in place asset management and tax planning strategies for individuals who are no longer able to manage their affairs.
I am a member of the Alzheimer’s Society Dementia Friends initiative and an active senior member of the West Berkshire Dementia Action Alliance helping to make West Berkshire more dementia friendly.
Law Society - Elderly Client Handbook, 5th Edition
I qualified as a solicitor in 2000.
“Throughout the UK, people are going to need to start taking ownership of their plans for their care in later life. Some literally cannot afford to wait for the government’s proposals, with no guarantee any effective legislation will be in place any time soon.
“Planning now is the only way to secure the sort of care you would wish to have, while giving yourself the best possible chance of having something left to pass onto family. While 60% say they are ready for their home being sold to pay for care, for others that is unimaginable.
“We are all going to have to dip into our pockets more for long-term care. It’s something we don’t like to talk or think about, but we need a conversation in the region or some of us are in for a very unpleasant surprise when our time comes to need or rely on such services.”
Ageing is something that happens to us all, and it’s something that many people worry about. And dementia is becoming much more common as we live longer lives, which is another huge concern for people.
It’s important for people to think about their futures as they begin to get to retirement age, and have a plan in place for what comes when they are no longer able to make decisions for themselves.
One crucial method of spreading dementia awareness in Newbury and the surrounding areas, is for people to attend Dementia Friends information sessions. These are informal sessions run by volunteers which explain simply the ways in which dementia can change people’s lives.
The key focus of the sessions, however, is that there is always more to the person than the dementia and that, with an early diagnosis and appropriate support from family, friends and professionals, it is possible for people to live well with dementia for many years.
“Following last week’s news that dementia has become the top cause of death in England and Wales, PHE have advised that there are things that we can do to help prevent the disease.
“Being physically active will help reduce the risk of dementia along with eating healthily and maintaining a healthy weight.”.
“With this in mind we are inviting representation from a local gym or fitness instructor to join the forum and help us to raise awareness about how to incorporate exercise and healthy eating into their lifestyle.”
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