Private Client, Rural Business , Land and Agriculture

I am a full member of the Society of Trusts and Estates Practitioners (STEP) and have 15 years of experience in advising high net worth individuals, farming and business clients with their estate and succession planning. I am also able to assist clients in creating vulnerable beneficiary trusts where appropriate and personal injury trusts for those who have recently received a compensation award.

I like to offer a flexible approach to tax planning, with the understanding that circumstances and priorities change over time. By building relationships with my clients, I aim to provide practical advice and solutions that will stand the test of time.

I qualified as a solicitor in 2007 at a national firm and have subsequently spent my career in the Southwest specialising in inheritance tax planning and trusts. I joined Porter Dodson as a partner in 2024.

English

STEP The Law Society

Outside of work I can be found dragging my whippet and Italian greyhound around the local countryside in the rain, playing the piano, cooking and travelling the world when I am able.