I am a STEP Qualified executive in our Private Client department based in our Bristol office, having joined Buckles in October 2023. Prior to joining Buckles, I worked as a Technical Specialist in a nationwide Estate Administration firm and more recently as an executive in a leading law firm with a focus on estate and succession planning. I have deep roots in Probate and Wills matters, having started my career gaining the ATT Qualification in a bespoke tax advisory firm, dealing with a client base predominantly consisting of Farming, Equine and OMB (Owner Managed Business) clients, where capital taxes (Inheritance Tax and Capital Gains Tax) planning was central to our instructions.
My focus is on estate and succession planning and I have a keen eye for capital taxes mitigation, as part of Estate planning (Wills) instructions and throughout the administration of estates (Probate) where the opportunities arise. Commonly my instructions involve explaining gifting strategies to maximise available allowances/exemptions and advising on the use of different Trust structures (created both in lifetime and under Wills).
I enjoy understanding complex legal and tax issues and breaking down the key elements in ways that helps my clients understand the different options available to them. Including how different options can offer benefits by way of protection, tax saving, ease of administration and peace of mind to arrive at the best position for each client’s circumstances.
Outside the office, I am a self-proclaimed cricket geek. I am a secretary of my local club in Bristol and enjoy playing league cricket in our short summers.
