Email:
Phone:
Location:
Poundbury Sherborne Yeovil
Position:
Partner
Team:
Private Client Rural Business - Land and Agriculture
Specialism:
Estate planning, Rural business - land and agriculture, Succession planning, Wills and probate, Estate administration including probate and intestacy, Inheritance Tax, Lasting Powers of Attorney, Tax planning, Trusts,
I started my career with Porter Dodson and subsequently worked in Bristol and London before re-joining the firm in early 2020.
My specialisms include assisting clients with will preparation and wider planning for their estates and succession for the next generation, coordinating as necessary with other professionals to achieve the best possible outcome for the client and their family. This includes tax, trust and asset protection implications and opportunities.
My clients include individuals, families, business and farm owners and those with disabled and vulnerable children and beneficiaries.
In addition, I deal with powers of attorney, mental capacity and post-death planning for estates.
I am a full member of the Society of Trusts and Estates Practitioners (STEP) and enjoy working closely and building a relationship with my clients to identify their objectives, provide holistic advice and achieve practical solutions.
In my spare time I like to be outdoors and keep fit - on my bike with the local club and swimming.