Before setting up my current business in 2020, I worked as a consultant specialising in Legal Estate Planning, Probate and Compliance, and also spent three years working as a Pensions and Benefits Advisor at the Department of Works and Pensions.

I deal with all aspects of private and business succession and estate planning. I am an associate of the Beneficial Wills & Trust Company, the leading Estate Planning company.

A valid Will, professionally crafted, is possibly the most important document you can hold to protect your wealth and assets, including the most important asset of all – your family.

Issues such as guardianship of minor children, divorce or separation, inheritance tax, and the risk of losing your home to pay for long-term care can all be planned for using a Will combined with appropriate Trusts, Deeds, or Lasting Powers of Attorney.

If you do not have a valid Will in place, you risk dying intestate which means that your wishes might not be reflected in the final outcome of legal proceedings after your death.

I carry out a deep fact-find with all clients to ascertain how any risks to their wealth and assets can be eliminated or reduced.

In doing so, I aim to offer peace of mind, while protecting their family and business interests.

If you think I might be able to help you, the please get in touch.