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Solicitor - Private Client Services
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01737 305 300
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Miscellaneous Information

Qualified

1983

Firm Trained With

Bulcraig & Davis

Languages Spoken

English

Profile

I am a solicitor with over 30 years’ experience specialising  in all areas of Private Client matters including Probate and estate administration, inheritance tax planning, Wills, Powers of Attorney and managing clients’ affairs.

I deal with all aspects of estate administration, guiding executors through what can be a very difficult time.  I provide an individual service to each client, whether the estate is straightforward or complex, acting efficiently, professionally and sympathetically.

I am a member of the Private Client section of the Law Society and have been a full member of the Society of Trust and Estate Practitioners (STEP) since 1995.

Awards, Accreditations & Memberships

Recent Successes

  • Negotiating successfully with HMRC in relation to claiming exemption from inheritance tax for substantial  gifts made by a deceased gathering information from various sources
  • Dealing with a complex will with many beneficiaries, both charitable and non-charitable, receiving uneven amounts in a high value estate
  • Dealing with probate and estate administration for large estates with substantial assets both in the UK and in various locations abroad

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