No matter what work I am doing for a client I strive to ensure that I meet their objectives and achieve the best possible outcome.
My areas of expertise include:
- Wills
- Inheritance Tax (IHT)
- Probate
- Deeds of variation
- Lifetime planning
- Powers of Attorney
- Matters relating to the Office of the Public Guardian.
Education/background
I joined OGR Stock Denton as a paralegal, completed my training here and qualified as a solicitor in September 2013.
Recent notable cases
- Some creative Capital Gains Tax (CGT) planning in a deed of variation, combining the client’s objectives with saving them £20,000.
- Negotiating with the district valuer to reduce the probate value of a property on an estate.
- Saving a client £10,000 in Inheritance Tax (IHT) liabilities.
Memberships
Society of Trust and Estate Practitioners (STEP)
Additional languages
Hebrew
Leisure interests
Music, football (I am an Arsenal fan) and history.
