Areas of Practice
Conference Speaking
Butterworth’s Wills and Probate Conference on the transferable nil rate band
Personal Finance Society Seminar on nil rate band planning
Presented a series of courses for IIR/IBC on Inheritance Tax and Estate Planning
Publications
Co-author of the STEP manual on Financial Services (Trusts & Estate Planning)
Co-author of STEP’s manual for the Advanced Certificate in UK Tax for International Clients
Writer for Tolley Guidance and Lexis PSL on inheritance tax aspects of lifetime planning, trusts and Wills
Memberships
Society of Trust and Estate Practitioners (STEP)
Law Society’s Capital Taxes Sub-Committee
Education & Qualification
University of Hull
Qualified as a solicitor in 1993
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