I am a Partner in the Private Client Department, based in our Poole Office. I have over 20 years experience dealing with all aspects of Private Client work, including will drafting, estate administration, the creation and administration of trusts and the drafting and registering of powers of attorney.
Not only have I assisted clients in being appointed by the court as a Deputy to look after their loved ones affairs, but I have taken on the role as a Deputy myself for individuals.
I act as an Executor of many estates and the Trustee of various trusts, as well as advising clients who are taking on those roles. I consider it a privilege to be able to help clients sort out their affairs, for the benefit of their families, close friends and others who are important to them, at what can often be a particularly difficult time.
I am a member of solicitors for the elderly and the probate section of the Law Society.
Areas of Expertise
Case Study
Preparation of wills for a couple so as to protect a share of their home from being lost due to the payment of care fees or the remarriage of the survivor, following on from the death of the first of them.
Acting as a Trustee of a Trust set up by a mother to invest and look after funds for the potential benefit of a child who was not able to look after the funds herself safely and so as not to affect her continuing entitlement to means tested benefits.
Preparation and registration of Lasting Powers of Attorney so as to allow the maker’s children to access his funds to provide the best possible care for their father.
Advising on a deed of variation to save a family over a million pounds in Inheritance Tax.
The administration of both small and large estates with a thorough, considerate and timely approach.
Away from the office
I am married with two ‘teenage’ children, who attend local schools. I am club secretary for a local junior football club, but prefer being on the training pitch as coach of one of the teams. I can still turn my hand to most traditional sports and I also enjoy walking and gardening.
