About
I am a director in the Private Client team and work at our Woking office. I have a varied portfolio of clients including trusts, self-employed individuals, professional partnerships & their members and high net worth individuals.
I regularly advise on inheritance tax planning and matters relating to UK trusts, in addition to advising on capital gains matters. I am a qualified Probate practitioner and oversee the inheritance tax and probate work on estates.
Passing Probate exams over 25 years after I had last done a professional exam! The most rewarding part of my current role is helping to develop my team as they progress their careers with Menzies.
At work, I enjoy working with clients on inheritance tax planning as I know this can make a significant difference to some families. Outside of work visiting my children & grandchildren who live in Hong Kong is a real joy.