Introduction
I joined WAY in November 2017 and I provide comprehensive technical support to Financial Advisers, Accountants, and Private Clients, offering practical insights into the intricate nuances of Inheritance Tax Legislation. My primary focus revolves around preserving wealth and facilitating intergenerational tax planning, specifically on the strategic use of Trusts.
The present moment heralds an unprecedented opportunity for the adviser community to actively participate in and guide clients through the crucial realm of Estate Planning. With an astounding amounts of assets set to transition across generations in the next 30 years, there is much work to do to safeguard wealth across the generations.
Professional Background
With a career in Financial Services since 1993, I bring a wealth of expertise as a Level 4 qualified professional and proud member of STEP. Throughout my journey, I have navigated diverse roles in Technical, Training, Advising, and Compliance, and draw on this broad skill set in my current position.
Among the highlights of my career, in 2013 I was awarded the ‘Estate Planning Achievement of Excellence’ for my work advising clients on Estate Planning.
My passion for the subject matter is evident not only in my accomplishments but also in my active participation presenting / speaking at events and written articles for industry publications.
Personal Touch
Possessing an inherent competitive spirit, I take pride in my achievements as a representative of Wales in two sports. A pinnacle moment in my sporting journey occurred in 2023 when I earned Welsh honours for Clay Pigeon Shooting (English Sporting).