Associate, Private Client, Sherborne
I specialise in the preparation of Wills and all aspects of probate and estate administration following the loss of a loved one.
I deal with high net worth matters, inheritance tax/estate planning and succession issues. I am also part of our late life team and deal with the preparation of Lasting Powers of Attorney and Deputyship applications. In addition, I assist clients who lack mental capacity with the management of their property and financial affairs in situations where we are appointed as Attorneys or Deputies.
I have a wide range of experience, having worked in the Midlands, London and Dorset and am a full member of the Society of Trust and Estate Practitioners (STEP).
Helping families, elderly clients and personal representatives and navigating them through often complex issues is a very rewarding part of my job. I pride myself in offering a personal service to each client, with a sympathetic but professional approach.
Having a young family keeps me very busy outside of work. With any spare time, I love keeping active and all things musical, particularly playing the piano.