I am friendly and approachable.
I became a graduate of CILEX in 2011 and joined Smith Partnership in January 2013 as a Trainee Legal Executive in the Will and Probate department, finally qualifying as a Chartered Legal Executive in 2014 (also known as a Fellow of the Chartered Institute of Legal Executives).
My main area of work is Will writing, administering estates, Court of Protection, Powers of Attorney and all areas concerning elderly clients. I advise clients on tax planning issues and asset protection (in particular regarding care homes which is a particularly favourable topic for most of my clients) together with the transfer of property and severance of property.
I prepare Powers of Attorney to deal with a range of different matters from simply the sale of a property, Lasting Powers of Attorney (health and welfare, property and financial affairs) and revoking earlier Powers of Attorney if required. I also register Lasting Powers of Attorney and Enduring Powers of Attorney with the Office of the Public Guardian if a person is becoming mentally incapable of dealing with their own affairs. My Will writing skills often deal with issues such as life interests, asset protection, Will Trusts and Discretionary Trusts benefiting disabled persons and minors. I also deal with estate work to either assist the client with obtaining a Grant of Letters of Administration/Probate or to deal with all matters involved in administering an estate to include the discharging Inheritance Tax.