Simon is a Senior Associate in the Private Client team.
He works with a wide range of individuals, including those who run businesses and own property portfolios, supporting them with respect to their private affairs.
Simon has extensive experience of administering complex estates including some which have assets situated overseas and substantial business, agricultural and property interests. He also advises on estate planning and co-ownership of property, the administration of Discretionary Trusts, Intestate estates, and prepares Wills, Lasting Powers of Attorney and Declarations of Trust.
Examples of how Simon has recently supported clients include:
- Preparing a Will with Discretionary Trusts and letter of wishes for an individual with a substantial property portfolio;
- Administering a large taxable estate with valuable shareholdings with foreign beneficiaries and numerous legatees; and
- Advising Trustees on their options to administer and wind-up Nil Rate Band Will Trusts.