I joined Porter Dodson in April 2024 and am a full member of the Society of Trust and Estate Practitioners (STEP), bringing over 15 years of experience advising individuals and families on wealth protection, tax mitigation, and succession planning.

My expertise includes drafting tax-efficient wills, preparing lasting powers of attorney for individuals—including those with commercial interests—and advising on lifetime gifting strategies to support children and descendants while mitigating tax liabilities. I also have extensive experience in establishing and administering trusts that safeguard assets and deliver long-term financial benefits, particularly for farming families. Additionally, I manage the efficient administration of estates, including the drafting of deeds of variation to enhance tax efficiency.

I work with a broad client base, including many farmers, business owners, and their families. As a result, I have developed significant expertise in advising on and making claims for Agricultural Property Relief and Business Property Relief.