High Net Worth
Career
Trained at Cuff Roberts in Liverpool, qualifying in 1993 and remaining as assistant solicitor until 1996
Senior Associate positions at Mace & Jones, and Bullivant Jones, specialising in Trusts and Estates
Joined Hill Dickinson 2004 when it merged with Bullivant Jones. Made partner in 2007, head of Private Client (North West) in 2017 and national head in 2020.
Professional Memberships
Full member of STEP (Society of Trust & Estate Practitioners)
Clients
My clients are typically business owners, company directors or other professionals and their families. I also advise trustees and beneficiaries of family trusts.
Industry Sector Expertise
Considerable experience in UK trusts and settlements, and succession planning primarily for successful business owners and their families.
I also provide ad-hoc advice on trust interpretation and re-organisation, Family Investment Companies and Inheritance Tax.
Expert in these Jurisdictions
England and Wales
Experience
Whilst I advise clients generally on all aspects of Inheritance tax, succession and estate planning, I have a particular interest in UK family trusts and settlements. This ranges from constituting new trusts; varying existing trusts to adapt them to current circumstances; actively managing trusts to maximise asset return; advising trustees on their duties and powers, or beneficiaries on their entitlement; to extracting assets and arranging orderly winding up of trusts.
I regularly act for 3 generations of a family, and have done for many years, as trusted adviser
I am a director of Hill Dickinson Trust Corporation Limited, which provides fiduciary services as professional executor and/or trustee, and in select circumstances will act personally as a trustee.
Education
University of West England
LLB (Hons and Law Society Finals
1986 - 1989