Terry is a Partner in the Tax and Trusts and Wills and Estates teams.
With over 30 years’ experience, Terry supports individuals and businesses on wealth preservation and wealth transfer.
Experienced in the drafting of wills and powers of attorney, the creation of trusts and family settlements, tax advice to encompass lifetime planning, business succession strategies, estate administration, inheritance tax (IHT) matters and in the use of exemptions, reliefs and trusts to keep tax to a minimum.
Clients include entrepreneurs and business owners, wealthy families, high-net-worth individuals, trustees and estate executors.
Recent examples of how Terry has supported clients include:
- arranging for the reinvestment of monies received by a former business owner, following a share sale just under three years ago, to ensure they remained eligible to claim business property relief for tax planning purposes;
- establishing wills and trusts for the parents of a disabled child to ensure that his inheritance would be managed in the most appropriate way in the event of their deaths; and
- supporting a wealthy individual in organising his affairs so that when he died there would be an appropriate mechanism to benefit his second wife and the children from his first marriage.