Lifestyle & Estate Planning

Partner

I am a partner specialising in Private Client based in the Leeds office. I lead the Lifetime and Estate planning team in Leeds and Newcastle.

I have been a committee member for STEP Yorkshire since 2012, having acted as Chair for the Yorkshire branch for three years from 2020 until June 2023 and prior to that taking a role as the Branch secretary.

My role involves providing estate planning, wealth protection and succession planning advice to vulnerable clients and their families and also business families and entrepreneurs. This includes advice on: Wills Inheritance Tax Capital Gains Tax Administration of Estates Trusts Probate Powers of Attorney

I work closely with my clients and get to know them so that I fully understand their requirements. I advise on the most practical and effective way to protect and preserve the wealth that they have created for the benefit of their families or other chosen beneficiaries. This can involve minimizing the effects of inheritance tax, possible divorces, financially irresponsible heirs, and family disputes. I also assist clients who are beginning to lose the capacity to deal with their affairs themselves, ensuring that their families or trusted advisors can help.

I work collaboratively with colleagues across our national team and also with other professionals including (but not limited to) financial planners, investment advisers and accountants to provide a holistic service to my clients.

Being part of a full-service law firm allows me to draw on the expertise of colleagues in other areas including corporate, litigation, family, contentious trusts and estates and property among others which adds value for our clients and improves client experience.