Specialisms
About
I am a senior manager in the private client tax team, with a portfolio ranging from smaller owner managed businesses, to high net worth individuals.
I provide advice on a wide range of services, specialising in Probate matters, Inheritance tax, Trusts and Estates.
It is important to me that I understand my client’s long-term goals and family dynamics, so that I may work alongside them to implement tailored tax planning solutions that not only optimises their tax position, but also fits their personal objectives.
My proudest moment to date however was in 2022, when I was named on ePrivateClient’s 35 under 35 – the definitive list of the UK & Channel Island’s top young private client practitioners. It is incredibly rewarding to be recognised nationally for my work here at Menzies.
I really enjoy travelling, good food and almost all sports! I have recently done some amazing trips to Bali and the west coast of America, and I am currently planning my next big trip to Australia. Trying the local cuisine is always a highlight of any trip!
If you would like to discuss your inheritance tax position, or wider estate planning, please do drop me an email or give me a call.
Similarly, if you need any assistance with obtaining a grant of probate please do get in touch.