Short bio:
I am a partner in Lodders’ Private Client team.
I specialise in advising business owners, farmers and high net worth individuals on estate planning including their wills, LPAs, personal tax, structuring their business, trusts and bloodline planning. I often act for different generations of the same family which helps maintain stability and a consistent approach for the family.
I enjoy working with clients and their advisers to put in place appropriate planning. I like to build relationships with my clients so that I can understand them their family and business, their priorities and outlook and provide advice appropriate for them. Making that connection and becoming that trusted business adviser and friend gives me a real buzz.
I am currently chairman of the Kenilworth & District Agricultural Society, past chairman and board member of Coventry & Warwickshire First, under Sherriff of Warwickshire and a Committee member of the Warwickshire Farmers Ball.
I am based in Stratford upon Avon
What I excel in:
- Agricultural Law
- Estate planning
- Private Client
- Probate
- Renewable Energy
- Tax and Trusts
- Trust Administration
- Wills
I enjoy visiting clients at home or at their business or farm so I can get to know them better.
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