With over 20 years experience, John provides expert guidance on a broad range of private client matters, including estate and tax planning, probate and estate administration, wills, lasting powers of attorney and trusts. Having previously worked in both London and the South, John brings a wealth of experience to clients navigating complex personal and financial circumstances.
John advises individuals and families on protecting their wealth, helping to mitigate inheritance tax liabilities and ensuring that estates are administered efficiently and sensitively. He has particular expertise in supporting elderly clients and handling cross-border estate issues, providing clear and pragmatic advice tailored to each situation.
Recognised for his direct yet empathetic approach, John understands that estate planning and probate matters can be deeply personal. He takes the time to guide clients through their options with clarity and reassurance, ensuring they feel supported at every stage.
Notable work highlights
- Acted on the non-contentious side of a highly contested £50m estate, navigating complex probate matters while working alongside litigation specialists in a case involving strained family relationships.
- Advised on a £2.5m estate where strategic tax planning measures were required. Worked to time critical deadline to ensure the necessary steps were taken for transfer of entire estate to beneficiaries (including a national Charity), before the two-year time limit expired, securing a significant tax saving for the client.
