Qualifications and experience
• Exeter University LLB Hons (1st ) 1992-1995
• Guildford College of Law 1995-1996
• Trainee Solicitor, Allen & Overy 1997-1999
• Solicitor, Allen & Overy 1999-2001
• Solicitor, RadcliffesLeBrasseur 2001-2002
• Joined Bates Wells & Braithwaite 2002
• Worked at charity, the National Pro Bono Resource Centre in Sydney, Australia 2003-2004
• Re-joined Bates Wells & Braithwaite 2005

Type of work

Charity
Legacy advice - Advising charities in relation to legacies including:
• Legacy fundraising issues, including assisting with legacy marketing material
• Advising on the terms of legacies and how legacies can be used
• Devolution of legacies post-merger/re-organisation
• Cy-près schemes
• Ex gratia payments
• Court of Protection matters including applications for Statutory Wills
• Advising on general probate issues such as entitlement to the Grant, inheritance tax, duties of executors/trustees, appropriation of assets prior to sale etc
• Dealing with executors including advising on removal of executors
• Assisting with disputed probate matters such as disputes relating to entitlement to the Grant, construction of legacies, validity of the Will, rectification etc
• Claims under the Inheritance (Provision for Family and Dependants) Act 1975
• Constructive trust and proprietary estoppel claims
General charity law advice - Particular focus on advising in relation to charitable trusts and trust-related issues.

Private client
General private client advice including:
• Wills and estate planning
• Trusts including advising on the duties of trustees, appointment and retirement of trustees, appointments and advancements of monies out of trusts and varying trusts
• Post-death re-arrangements