I trained at Ellis Peirs and Young Jackson and qualified in 1989; I have 25 years’ experience in private client work. I have spent virtually all of my career in private practice, although I spent a brief period working for two charities and also a firm of independent financial advisers.
I deal with complex wills, all aspects of trust and estate administration (including estates with a foreign element), preparation and registration of powers of attorney, wealth protection and planning. I have been appointed and acted as executor and trustee on many occasions. I much enjoy this area of the law and I am described as having a ‘very friendly professional style’.
BA – London School of Economics and Political Science
October 2014: Hodge Jones & Allen – partner
2010-2014: CKFT Solicitors (merged with Howard Kennedy Fsi) – partner
2007-2010: variously for two charities and an IFA in London
1986-2007: qualified at Ellis Peirs & Young Jackson and subsequently became a partner there and head of the private client department. EP&YJ merged with Darley Cumberland and became Cumberland Ellis Peirs and then Cumberland Ellis
The Chancellor has written to the Office for Tax Simplification (OTS) asking them to review and simplify the inheritance tax (IHT) regime noting that it and the ‘system within which it operates, is particularly complex’. The OTS have been asked to look at the process of submitting returns, paying tax, routine estate planning and disclosure and the rules for gifting. So this is a very wide ranging review. At this stage, we have no idea when the report will be made and whether there will be any changes to the amounts of IHT that must be paid.
This week, a significant award was made to the family of an 81 year old woman who was kept alive by a hospital, against her will. This case highlights the importance of not only making a valid living will (if you feel strongly about the issue), but also making sure the relevant people are aware you have done so.