A tax and trust specialist, focusing on private client estate planning.
Colin prepares wills, estate plans, trusts and lasting powers of attorney for clients who are seeking to protect their wealth and make provision for their security in old age. He liaises with the Court of Protection to manage the financial affairs of vulnerable people, and Colin administers the estates of clients who have died.
Recent examples of how Colin has helped clients include:
- ensuring a client’s peace of mind regarding administration of their late civil partner’s estate by instructing and liaising with an agent on property and assets held abroad;
- enabling a client’s family to benefit from a trust during their lifetime, and minimising inheritance tax liability on their death; and
- ensuring financial security for a client unable to act for themselves, acting as their deputy to pay care home fees and managing their investments.