How can I help you?
I am an Associate Solicitor in the Wills, Trusts, Tax and Probate department at Tees. I am a qualified Trust and Estate Practitioner, holding a diploma in Trusts and Estates (England and Wales) from the Society of Trust and Estate Practitioners (STEP).
My work involves advising individuals in relation to their Wills and succession planning; in particular I enjoy collaborating with colleagues at Tees Financial to discuss how best to deal with a client’s assets, which will often involve tax and other financial planning during a client’s lifetime. I also deal with setting up Lasting Powers of attorney, registering Enduring Powers of Attorney, making Court of Protection applications, creating new Trusts and managing existing Trusts, as well as administering an estate when an individual has passed away.
Delivering what you really need
I always strive to meet a client’s objectives and provide advice in the clearest and most efficient way possible. At Tees we are in a unique position to be able to offer a full service of both legal and financial advice by working alongside advisers at Tees Financial, creating maximum efficiency in a cost effective manner. I am always aware that each of my clients have specific needs, and by offering this full service of legal and financial advice I can always ensure that my clients are aware of all of their options and I can tailor my advice accordingly.
What else should you know?
I am a Dementia Friend Champion and a member of Solicitors for the Elderly, as well as STEP.
During my spare time I enjoy performing and you can often find me on a theatre stage somewhere around Chelmsford!