Biography
I help clients plan for their futures, including preparing wills, powers of attorney and setting up trusts. I particularly help them protect their assets where their family members are vulnerable and by minimising tax. I assist them in planning with their properties, making gifts in a tax effective way and preparing deeds of variation to redirect inherited money. My role is to assist them in finding solutions to what can seem daunting issues, especially where the family dynamics are complicated.
I advise on all aspects of UK trusts and run our pension death benefit trust service for the pension boards of large UK companies.
What inspired you to get into law?
The mixture of academic rigour and applying that to the reality of people’s lives.
What is the most rewarding aspect of your role?
I can offer very practical solutions to personal issues people face every day. I enjoy meeting with people and understanding their concerns, then finding a way through for them. I particularly enjoy being able to explain complex law in a way that is easy for people to understand. The law is the same, but how it affects different people in different situations is fascinating
What do you do away from the office?
I care for my five children. I read and have been a member of a book club for 16 years. I write. After a bit of social life, there isn’t much more time away from the office.
Publications
I have published several articles in Solicitors Journal in the last few years.
Testimonials
"A highly intelligent lawyer who is on top of the latest changes in legislation but also has the ability to deliver technical and legal situations in plain English". - Legal 500, 2018/19
Publications
I have contributed to the Law Society's new Inheritance Tax Planning Handbook. The handbook is edited by Irwin Mitchell's John Bunker and Anthony Nixon, with contributions from colleagues across our Tax, Trusts and Estates, Corporate, and Wealth Management teams.
