Introduction

I specialise in the preparation of wills, the administration of estates and older and vulnerable client issues, which includes Lasting Powers of Attorney and Court of Protection matters. My particular expertise is in inheritance tax planning and more complex wills incorporating trusts.

Team: Private Client

Sectors: Charities

Experience

Joined SAS Daniels: 1995

Qualified: 1978

Professional memberships / positions: Member of SFE (Solicitors for the Elderly), Law Society Private Client Section and Trustee of Hillbrook Grange Care Home, Bramhall

Recent work

• Complex inheritance tax advice for a local business partnership
• Preparation of wills with trusts for disabled beneficiaries
• Administration of estates with foreign assets

How I make a difference

Clients find me to be caring, approachable and efficient. I like to provide advice and prepare documents in a clear manner and use plain English where possible.