- IHT planning - including Business Relief, Agricultural Relief and Deeds of Variation
- Asset protection - including Trusts
- Lasting Powers of Attorney – creation and registration
- Registration of Enduring Powers of Attorney
- Succession planning.
Achievements & other appointments
2012 eprivateclient Top 35 Under 35 Private Client Practitioner – designed to identify, recognise, introduce and promote the rising stars of the private wealth advisory sector.
- LLB Law, University of Kent (2005)
- Legal Practice Course, The College of Law (2008).