Previously worked within Medical Negligence and Personal Injury Claims for a specialist Spinal Cord Injury firm for 3.5 years.
Experience and expertise
Estate Wealth Planning
Trust specialist
Advising on day-to-day Trust Administration
Advising on Trust Administration including Deeds of Appointment, Deeds of Retirement
Registering Trusts via the Trust Registration Service
Advising on tax planning via Wills and/Trusts
Preparing and registering Lasting Powers of Attorney (LPAs) and advising as to their use
Assisting with the preparation of Wills including Wills that require a Trust.
Advising on interpretation of Wills, and the application of the Intestacy Rules where there is no Will.
Assisting with Probate matters including all aspects of estate administration including death notifications, dealing with HMRC, dealing with Inheritance tax, gathering assets and effecting distributions to beneficiaries.
