EXPERTISE
I help executors and administrators with all aspects of the administration of estates, whether or not there is a will. Understandably, this is a stressful time for clients who are bereaved but who also need to deal with large quantities of paperwork and ensure that they meet deadlines from bodies such as HMRC. I reduce the burden on them and take them through the various steps right up to the distribution of the estate to the beneficiaries.
If there is no will, I can advise on establishing and tracing those people entitled under the intestacy rules.
If the deceased had assets abroad, I can liaise with other professionals
I advise clients wanting to make or update their wills on what they can legally do to reduce inheritance tax liability or nursing home fees. I also advise on steps they can take to protect vulnerable beneficiaries.
I act as a professional deputy in the Court of Protection, managing the finances of a person who lacks mental capacity to manage their own affairs.
I receive and refer work to colleagues in the family and conveyancing teams, as well as other professionals such as independent financial advisers.
KEY EXPERIENCE
- Acting for a family where the deceased did not leave a will and had multiple assets which needed to be located.
- Acting for executors where the deceased held assets in Spain and also owned a business in England.
- Preparing a Deed of Variation and advising on a gift of property to help a couple minimise their inheritance tax liability.
- Preparing a will and Lasting Powers of Attorney for a person diagnosed with early stages of dementia to ensure that all steps have been taken before mental capacity declines.
- Acting as a professional deputy in the Court of Protection to manage the affairs of a person born without mental capacity.
CAREER HISTORY
- Trainee Solicitor then Solicitor | Walter Jennings & Son
- Solicitor | Sternberg Reed
- Solicitor | Premier Solicitors
- Principal Associate | Bretherton Law
- Associate | Scott Duff & Co
- Associate Solicitor | SA Law
IN GENERAL
- Trustee of The Friends of St Albans Abbey charity
- A-level French and Spanish