I work to bring order and certainty to clients dealing with IHT, trusts and estates, especially when cross‑border considerations make things less straightforward. For me, the value comes from making difficult decisions easier and ensuring the right outcomes for the people involved.
With over 15 years specialising in IHT, UK and offshore trusts, and estates/probate matters, I bring a practical, measured approach to issues that often combine technical detail with sensitive personal circumstances. I focus on simplifying complexity, anticipating risks, and ensuring clients understand their options clearly. My experience across both planning and compliance means I’m able to see the whole picture and tailor solutions that are robust, realistic and client‑focused.
As Head of IHT, Trusts and Estates and Head of Legal Practice, I lead our specialist tax and legal offering in these areas, including heading up BKL’s probate business. My role involves guiding clients through some of their most technically challenging and personally significant decisions while ensuring the highest standards of compliance and professional practice.
I joined BKL in February 2024 after almost six years at a Big Four firm. Before that, I spent a decade working exclusively in IHT, trusts and estates roles, building deep expertise across both UK and offshore structures.
I regularly work with:
- High‑net‑worth individuals and families
- Trustees and offshore fiduciary service providers
- Entrepreneurs and owner‑managed businesses
- International families with UK connections
- Executors and personal representatives
- Services and sub-services you specialise in
My areas of specialism include:
- UK inheritance tax advice and planning
- UK and offshore trust taxation and governance
- Estate and probate administration
- Cross‑border estate and trust issues
- Deemed domicile and residence considerations
- Pre‑arrival and departure planning
- Complex HMRC enquiries involving trusts or estates
Outside of work, I enjoy spending time in the garden and watching rugby. I’m also a longstanding heavy metal fan — which tends to surprise people more often than you’d expect.