Phone: 01823 625820
Location: Taunton Position: Chartered Legal Executive
Team: Probate, Tax, Trusts & Wills
Specialism: Appointing an Attorney, Estate Administration including Probate and Intestacy, Estate Planning, Inheritance and other taxes, Making & updating a will, Trusts, Wills and Probate
I joined Porter Dodson in March 2011. I am a fellow of the Chartered Institute of Legal Executives and a full member of the Society of Trust and Estate Practitioners.
I have contributed to Radio 4’s Moneybox Live and regularly speak at seminars, including the Somerset County Council Preretirement seminars for the last 15 years.
With many years experience in Will drafting, Trusts and Inheritance Tax, I am able to advise on matters in a practical and accessible way. I believe in discussing matters and explaining issues clearly and in plain English in such a way as to encourage clients to be open and ask questions and to gain a full and complete understanding.
My experience in dealing with the administration of estates enables me to be aware of potential pitfalls and areas which can cause confusion or distress to a family.
Having been fortunate enough to live and work in the Taunton area for over 25 years, I believe I have an excellent knowledge of the needs and challenges of a wide range of client circumstances. For clients who find it difficult to visit these offices I am able to arrange to meet with them at home to discuss their needs.