I am the team leader of the Poole Private Client Team here at Trethowans. I have been advising clients on a wide range of issues for over 10 years and undertake all areas of private client work, including estate administration, setting up trusts, trust administration, inheritance and capital gains tax planning, the preparation of wills, Powers of Attorney and Court of Protection application.
I have experience in dealing with complicated estate administration matters and complex applications to the Court of Protection. I work closely with the Agricultural and Rural Property Team when an administration involves farming assets to achieve the best solution for the client and beneficiaries.
I have been recognised as a key contact by the Legal 500 (2017) and am currently studying towards my ATT (Associated Tax Technician) qualification, which will benefit my clients through the experience I’ve gained.
Areas of Expertise
I have assisted in varying a Will for a client who had inherited but was going to pass it on to his children by way of gift. The client did not know he could vary the deceased’s Will, potentially saving him Inheritance tax in the future. I had a very limited time in which to achieve this.
I have successfully obtained Agricultural Property Relief for a number of my clients.
I have assisted in amending a personal application to HMRC where the client had submitted the information incorrectly on an IHT return, which resulted in a significant sum of inheritance tax being paid back to the estate.
I have successfully obtained Personal Welfare deputy appointments and a retirement and appointment of an incapacitated trustee.
I have assisted in creating trusts in Wills to ring fence the estate where there has been a second marriage so the respective children from each side of the family will get their parents share of the assets in the future.
Away from the office
I live with my wife and two children in Christchurch. I enjoy travelling and learning about different cultures. I am an active participant in all sports and am particularly keen on swimming. I am currently trying to get to get grips with CrossFit.