I studied law at Exeter College, Oxford and went on to complete my training at the Guildford College of Law. From there, I joined one of the leading firms in Bristol and spent much of my time practising commercial conveyancing, acting for a well-known West Country brewery.
I joined Battens in 1984 and, after a number of years in the Property Team, began to focus on private client work, qualifying as a chartered tax adviser in 1995. Since then, I have specialised in larger estates where my legal and tax expertise is particularly useful.
Having worked at Battens for over 30 years, I have a wealth of experience. I have administered estates with shareholdings in well-known private companies, and with agricultural and business property of all types. I have also dealt with most of the likely scenarios that occur, including insolvent estates, intestacies, disputes of all types, estates where death has had to be presumed, and foreign property in numerous jurisdictions.
As a corollary to my estate work, I am involved in the preparation of wills and ensuring that they are as tax efficient as they can be, in today’s political climate. Like most private client practitioners, I deal with all related aspects including lasting powers of attorney, lifetime settlements and declarations of trust, to name but a few.
In my spare time, I regularly play racket ball, and, when the opportunity arises, fish, sail and ski. In my quieter moments, I enjoy the company of my family, classical music and ornithology.