As part of the estate-planning process or any deliberations about passing on wealth to the next generation, you may consider gifting money or property to family or friends whilst you...
I joined Buckles in April 2021 as a Senior Solicitor in the Private Client team and I’m based in our Cambridge office. I qualified in March 2016 and have specialised in Private Client work since then. My Diploma in Regulated Financial Planning gives me a good understanding of financial products and investments and how these interact with lifetime planning and wealth preservation.
I assist clients with all aspects of lifetime planning, such as the preparation of Wills and Lasting Powers of Attorney and creating and administering lifetime Trusts. I have an Advanced Certificate in Estate Administration from the Society of Trust and Estate Practitioners and am experienced in all aspects of applying for Probate.
It’s important to me that my services are accessible to people and my advice is easy to understand. I often become involved with people and families at really difficult times in their lives and I see my role as making the process as smooth as possible. To me, this means always being one step ahead and making sure that I keep my clients regularly updated.
I am a Trustee of Age UK Hertfordshire as I live in Hertfordshire with my partner.
I enjoy running and have recently completed my first half marathon.