Personal tax and estate planning including wills, trusts, family investment companies, powers of attorney, estate and trusts administration, inheritance and capital gains tax planning for both UK and non-UK cased individuals/families. Examples include advising a multi-national family on estate planning and structuring, including residence and domicile issues, creating excluded property trusts and protecting the family wealth through a combination of trusts and pre/post marital agreements; advising a successful business owner on the use and establishment of an unlimited liability investment company structure to mitigate inheritance tax, income tax and capital gains tax and protect the family wealth; will structuring for UHNW individuals with foreign, business and agricultural property, including liaising with lawyers in Spain, Australia and US over the course of the last 12 months; advising on trustee residence issues, including the application of the double taxation treaty with Australia.

Trained SGH Martineau; qualified 2003; solicitor SGH Martineau 2003-04; Mills & Reeve solicitor 2004-06, senior solicitor 2006-08, associate 2008-13, partner 2013 to date. Current directorships: chairman of STEP, Birmingham.

Society of Trusts & Estate Practitioners.