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Partner and Head of Department Private Client |
Bath Direct: 01225 750049 Office: 01225 750000 Mob: 07500 057508
Email David
Call David
I am a Fellow of the Chartered Institute of Legal Executives, a member of the Society of Trust & Estates Practitioners (STEP) and became a Partner and Head of Private Client in January 2018.
Over the last 30 years I have developed extensive experience in all aspects of estate administration but I specialise in complex estates, tax mitigation, wills, estate planning, lifetime gifts and variation of estates post death.
I pride myself on my personal service and my ability to put my clients at ease by taking the time to listen and cut through the legal jargon in the delivery of advice.
It’s really rewarding to be able to help clients through what is, invariably, a very difficult time in their lives.
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