Experience

VWV

• United Kingdom
• Law Practice
• 300 - 400 Employee

• Partner

  • Sep 2016 - Present

  Working from the Birmingham office. Dealing with all matters concerning Wills, Probate, Tax and Trusts. Advising clients on Inheritance Tax and Capital Gains Tax issues which they have in respect of their estates. Advising on high value estates. Advising on and drafting Wills including Property Trust Wills and Discretionary Trust Wills. Advising on, drafting and registering Power of Attorneys. Advising on and drafting Living Wills. Advising on, creating and administering Trusts. Advising on and drafting the requisite application forms for Probate on both testate and intestate estates and administering the estates. This includes dealing with all matters concerning HM Revenue and Customs for Inheritance Tax, Capital Gains Tax and Income Tax. Advising on and dealing with foreign assets. Advising on and applying for Agricultural Property Relief and Business Property Relief. Promoting and developing VWV's award winning Private Client department within Birmingham and the surrounding area. Attending relevant networking events. Organising local networking events for agents and clients.



Flint Bishop

• United Kingdom
• Legal Services
• 100 - 200 Employee

• Associate Solicitor

  • Jul 2015 - Aug 2016

  Working from the Ashbourne Office of Flint Bishop LLP. Dealing with all matters concerning Wills, Probate, Tax and Trusts.Advised farming clients on their estates and drafted their wills for them. Many farming clients have issues in respect of which of their children should inherit the farm and what the other children will inherit instead of the farm. Coming from a farming background I was able to sit down and talk to the clients about the type of farms they have, the amount of land they have, the development potential in the farm land and buildings and the reliefs that would be available on either their death or at that time if they decided to transfer the farm land and business before their death. Most farms within the Ashbourne area would attract Inheritance Tax or Capital Gains Tax if not handled correctly. Advised on high value estates of up to £10million. This included dealing with agricultural assets, business assets - in the client's sole name, a partnership or a limited company, foreign assets including assets in America, France and Uganda and issues in respect of domicile. Attending relevant networking events on behalf of Flint Bishop.Organised local networking events on behalf of Flint Bishop for agents and clients.Forging and maintaining professional relationships with local agents.

• Assistant Solicitor

  • Apr 2014 - Jul 2015



Co-operative Legal Services

• Bristol, United Kingdom

• Case Manager

  • Feb 2011 - Mar 2014

  Estate Administration for: * taxable and non-taxable estates; and * testate and intestate estate. Estate Administration for: * taxable and non-taxable estates; and * testate and intestate estate.



Romano Ferrari & Co (Formerly Ferrari Stroud Solicitors)

• Solicitor

  • Nov 2007 - Feb 2011

• Trainee Solicitor

  • Jan 2006 - Nov 2007

  Undertook training seats in:* Wills and Probate;* Residential covenancing;* Family; and* Criminal

• Paralegal

  • Aug 2005 - Jan 2006