I am a partner and head of the Court of Protection team. I qualified as a solicitor in 1987. I specialised in PI and clinical negligence litigation for 20 years before moving to private client law in 2006.
I am experienced in the following areas:
Managing the financial affairs of mentally incapacitated clients, whether as deputy, attorney or trustee
All aspects of Court of Protection work
Obtaining probate and administering estates
Drafting trust deeds, powers of attorney and wills
I have particular expertise in acting as professional deputy for brain injured clients with PI and clinical negligence settlements. I also act as deputy for clients with dementia, mental health problems and learning disability. I act as expert witness in personal injury litigation to provide the court with details of the likely deputyship costs. I am instructed by both claimants and defendants.
I regularly publish articles in PI journals dealing with mental capacity and deputyship issues as they effect PI lawyers.
I am recommended in Legal 500. My 2017 Legal 500 entry describes me as “quick and thorough”. My 2018 Legal 500 entry describes me as “a team head who has ‘a complete understanding of this practice area, and provides clear and precise advice’.”
STEP diploma: passed with distinction in 2008
1985 Legal Practice Course
1984 Common professional Exam – placed 2nd in order of merit
1983 Warwick university: English and European Literature BA
2014 – Hodge Jones & Allen: partner and head of Private Client
1990 – Edwards Duthie: partner and head of department
1985 – Hodge Jones & Allen: trainee and assistant solicitor
I have been referred cases by the Official Solicitor, numerous Personal Injury and clinical negligence law firms, barristers and financial advisors.
Case A: Acting for a brain injured adult with a substantial award of damages. As a result of family breakdown, there was litigation over the family finances and his residence, care and access to both parents. I was required to represent the client at various court hearings and settlement meetings.
Case B: Acting for a young adult with a severe head injury where there are serious safeguarding concerns with regard to financial exploitation by her friends.
Case C: Acting for a brain injured child with a substantial award of damages where the parents are seeking large sums of money for expenditure which will not benefit the child and Court of Protection proceedings were required to resolve the issues.
Case D: Taking over a complex deputyship where the former deputy has mismanaged deputyship funds. I was required to analyse the decisions made by the lay deputy and write a detailed report for the court.
Membership and appointments
Member of STEP (Society of Trust and Estate Practitioners)
Fully accredited professional member of SFE (Solicitors for the elderly), a specialist panel of solicitors acting for vulnerable clients and those lacking mental capacity
It is often a demanding and confusing time when a friend or loved one loses their mental capacity. This should help provide some basic assistance and information regarding the power to give gifts on behalf of those who may no longer have the mental capacity to do so themselves.
A deputy is appointed to manage the financial affairs of a person who lacks mental capacity. In many cases, the incapacitated person needs support and care and this care is often provided by family members.
A property and affairs deputy is appointed by the Court of Protection to make financial decisions on behalf of a person who lacks mental capacity.The deputy has a similar role to a trustee. They must keep the deputyship funds entirely separate from their own personal funds. They must keep proper records and accounts. The deputy’s powers are set out in the deputyship order and the deputy must ensure that they comply with the terms of that order.