Areas of Law:
Inheritance Tax Planning and Trust Taxation issues, Trusts, Wills, Powers of Attorney, Probate and Resealing of overseas Probates in this country
Your Approach:
I work for my clients in their best interests to minimise the impact of inheritance and other trust, estate and lifetime taxes and to help them plan for passing their wealth to future generations. I provide a straightforward efficient service for them explaining the steps required to achieve an objective and providing a quotation at the outset for the services provided.
Professional Associations & Qualifications:
- Member of the Society of Trust and Estate Practitioners (STEP)
- Associate of the Institute of Bankers (ACIB)
Your Route to Ellis Jones:
I joined the Private Client Department of Ellis Jones in 2004 after a successful career in a Trust Corporation of a major UK bank, to manage the firm’s newly formed dedicated Trust Unit and to assist with the more complex Estate and Trust Taxation issues.
Outside Work:
I am married with four children and six grandchildren and I care for my elderly father. Outside activities are usually centred around my family.
