I joined Whitehead Monckton in July 2016 and qualified as a Fellow of the Chartered Institute of Legal Executives in June 2020 into the Tax and Estate Planning team, having notably obtained Distinction in both of my Private Client modules.
I am based in the Tax and Estate Planning team in our Canterbury office.
I have developed a wealth of experience helping clients with a whole range of issues from wills and trusts to complex tax planning for high net worth individuals whether that be business owners or with agricultural/rural estates.
I have also developed a specialism for complex estate administration matters on behalf of executors and beneficiaries, especially those with a contentious element as part of our Independent Administration service.
I have a strong background in private client disputes, having previously gained several years’ experience working in the firm’s disputes team alongside my Tax and Estate Planning role. I undertook and completed the Association of Contentious Trust and Probate Specialists (ACTAPS) course and worked on a range of complex estate disputes. I was listed in the Legal 500 directories in successive years.
My background has given me invaluable experience in being able to advise Executors, Trustees, Beneficiaries and clients making Wills of pitfalls and considerations to be aware of in the event of a dispute being on the horizon.
I have expertise in: