I joined Thomas Flavell & Sons in 2021.
I initially trained with the Private Client Department of a major High Street Bank and have since worked in Private practice for a number of well-respected Firms in Birmingham and Coventry.
I am a full member of the Society of Trust and Estate Practitioners (STEP). STEP is the leading worldwide professional association for practitioners dealing with family inheritance and succession planning
I pride myself on offering a professional and efficient service to clients in all areas of the Private Client Department.
I am able to advise individuals on estate and inheritance tax planning, including wills and the creation and termination of trusts. I am also able to assist with all aspects of the Administration of Estates. I am happy to assist in helping clients with regard to preparing applications and registration of Lasting Powers of Attorney and also the procedure by which a Deputy can be appointed and the formal procedure.