Partner & Head of Department, Private Client, Sherborne
I am a partner in our specialist trust team. I advise on the creation, administration and winding up of trusts, both from the tax-planning angle but also the use of trusts for succession planning and protection of assets.
I also advise on Wills and estate planning, and powers of attorney and regularly deal with agricultural estates, in terms of drafting tax-efficient wills and succession planning for our farming clients.
What I love most about my job is being the trusted adviser across the different generations of a family. It is the continuity of involvement that gives me real satisfaction.
I live near Sherborne with my family and love hill walking. You can also find me on a sports field, cheering on my footie mad sons!