Introduction

I am the Head of the Estate Administration team and assist executors on the administration of an estate and advise on taxation issues. I have expertise in estates with a foreign element, agricultural or business property and where charities are beneficiaries.

Team: Private Client

Sectors: Charities

Experience

Joined SAS Daniels: 2004

Qualified: 2006

Professional memberships / positions: Society of Trust and Estate Practitioner; member of Law Society Private Client Section; and member of the Institute of Legacy Management

Recent work

• High value estate with collection of classic motor cars and large number of charity beneficiaries
• Home made will where there were issues of interpretation of the deceased's wishes
• Assisted a farming family following a death with a successful claim for agricultural property relief

How I make a difference

Clients value estate matters being handled sensitively and professionally and I ensure that they receive practical support at a difficult time when they are dealing with bereavement.