I am a Paralegal in the Private Client Department, based in the Liverpool City Centre office and started with Morecrofts in October 2024.
I can help clients with:
- Drafting Wills and Lasting Powers of Attorney
- Tax advice – ensuring a person’s estate will be tax efficient on death/no IHT or minimal IHT
- Administering estates – taxable and non-taxable (small/large) from start to finish – obtaining Grants
- Trust work arising from a Will or setting up a Trust
Clients come to see me to help them with getting their affairs in order, to protect assets after death and help/assist with an estate on death. The part of my job that I love is problem solving and ensuring the client gets the desired outcome.
Outside of work, I enjoy going to the gym and am a qualified personal trainer. I also like going to gigs, cooking and reading a good book.