Keystone Law

Private Client

Simon is a private client lawyer with more than 17 years’ experience in advising on all aspects of estate and succession planning, including wills, deeds of variation, trusts and lasting powers of attorney. Much of his practice involves advising on and implementing strategies designed to both minimise inheritance tax and capital gains tax and afford clients more controlled succession planning and greater wealth protection from other non-tax threats.

Simon has a good deal of experience in advising business owners and clients with agricultural interests on estate and succession planning considerations as well as tax planning for the family home and clients with international connections.

Simon also advises the trustees and beneficiaries of trusts on the nature and extent of their responsibilities and interests and how existing arrangements can be managed or restructured to achieve optimum outcomes.

Simon is a full member of the Society of Trust & Estate Practitioners (STEP) and holds a Diploma in Investment Advice from the Chartered Institute for Securities & Investment (CISI).

Simon qualified as a solicitor in 2004. Prior to joining Keystone Law in 2022, he worked at the following firms:

Irwin Mitchell Cazenove Capital Management Lloyds Bank Private Banking Speechly Bircham