What I Offer…

Our clients come from all backgrounds and ages – the young, the old, entrepreneurs, owner managers and generational wealth. They are all at different stages in their life and they all have different goals. The one thing all of our clients have in common is that they want to feel that their hard earned wealth is looked after and passed to future generations in a secure and tax efficient manner. They want their succession plan to be looked after by somebody they know and trust to do what’s right for them and for their family’s future generations. We have been in business helping our clients plan for their future since 1982. Our length of presence in the market gives our clients confidence that we will be there for them and their children and future generations.

Here at EBS Trustees Ltd, we build succession plans for the first, second and third generations and beyond. By understanding where you are now and where you want to be, your relationships, lifestyle and all of the other factors that make each of us diverse, we create a succession plan that is tailored to you and which evolves as your family, business interests and personal circumstances evolve.

Getting the right advice at the right time is essential. Many of our clients have other professional advisers to assist them in managing their affairs such as accountants and financial advisers. We work together with those advisers to provide a joined up approach to your succession planning strategy.

We help you to plan for your family's tomorrow, today.

Why I’m good at what I do…

With over 13 years experience as a solicitor in devising and implementing succession planning arrangements for primarily business owners, entrepreneurs and the mass affluent, as Director of Trustee Services, I lead the team at EBS Trustees Ltd providing succession planning advice and strategies to high net worth individuals and families across the UK. I am also a full member of the internationally recognised organisation STEP (Society of Trusts and Estates Practitioners).

My experience includes advising on:

  • Will preparation and amendment
  • Powers of Attorney - preparation and administration
  • Adult incapacity
  • Estate Administration
  • Trusts - suitability and creation, administration and termination
  • Tax planning
  • Care of the Elderly planning
  • Lifetime succession planning and asset transfer strategies
  • Post death wealth rearrangement planning
  • Tracing lost or forgotten assets
  • Locating missing heirs
  • Succession planning for transmission of intellectual property, specifically for #authors

If you think I can be of assistance to you or a client or connection of yours or if you simply would like further information about what I can do, please feel free to contact me. I'm always happy to have a conversation!

Things I like…

.....and things you might not know about me:

  • I am a trained dancer - ballet, tap, jazz, commercial, Irish, Ballroom and Latin American
  • I love performing on stage and I am a member of 2 Am-dram groups
  • I love Taekwondo - i joined because i sent my sons to the class and quickly had to learn how to defend myself against them amid shouts of "Mummy! Look how high i can kick!"
  • Public speaking - i love to talk so no surprise that i like nothing more than a captive audience to speak too!

My Stats

Last online 18th Oct 2019
Member since 12th Sep 2018
Number of testimonials 0
Meetings attended 24
4N ranking 2063 in the UK