Areas of Practice
Conference Speaking
Butterworth’s Wills and Probate Conference on the transferable nil rate band
Personal Finance Society Seminar on nil rate band planning
Presented a series of courses for IIR/IBC on Inheritance Tax and Estate Planning
Publications
Co-author of the STEP manual on Financial Services (Trusts & Estate Planning)
Co-author of STEP’s manual for the Advanced Certificate in UK Tax for International Clients
Writer for Tolley Guidance and Lexis PSL on inheritance tax aspects of lifetime planning, trusts and Wills
Memberships
Society of Trust and Estate Practitioners (STEP)
Law Society’s Capital Taxes Sub-Committee
Education & Qualification
University of Hull
Qualified as a solicitor in 1993
Recommended by Emma
Today marks the start of ‘Family Business Week’ – a week-long celebration highlighting the vital role family-owned businesses play in shaping and supporting their local communities, economy, and natural environment. Led by Family Business UK, the 4th annual celebration runs from 25 – 29 November and shines a light on the amazing work of family businesses and their leaders across the country, ensuring the contribution they make to our economy and communities is recognised and celebrated.
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Read more 9 min read 31 Oct 2024 Autumn Budget 2024: Business & Property TaxationPartner, Andrew Loan and Associate, Will Timbrell detail the headline changes to business and property taxation announced at the 2024 Autumn Budget on 30 October.
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