Partner

Private Client - Estate Planning

Accolades

Expertise

Paul is a Private Client Partner with over 14 years’ experience in top-end private client work.  Paul Specialises in Family Investment Companies, Deed of Variation, Trust creation, Wills and estate planning, the use of trusts, partnerships/LLPs and companies to hold businesses and investments, all forms of Powers of Attorney (general, trustee, enduring and lasting), bloodline estate planning, development land sale planning and business succession planning.

He has over 18 years’ experience working at top firms and over 14 years’ experience in Private Client.

Paul has been recognised by the legal directories and has been personally ranked Band 3 in Chambers and Partners High Net Worth Guide, and is named in his team’s Band 3 rankings.

Paul Advises

  • Private individuals and families
  • High-net-worth individuals
  • Entrepreneurs
  • Business owners
  • Company directors
  • Executors and trustees
  • Landlords
  • Farmers
  • Landed Estates
  • Recently wealthy (e.g. compensation awards/lottery winners/divorcees)

Experience Highlights

  • Advising clients on the restructuring and disposing of interests in property companies
  • Setting up a Disabled Person’s Trust to hold a residence
  • Advising international entrepreneurs on maximising the availability of Business Relief on their group holding company
  • Setting up a Farming Partnership to maximise the availability of Business Asset Holdover Relief (formerly known as Entrepreneurs’ Relief) on a land sale
  • Using Will trusts to maximise Inheritance Tax relief for a previously bereaved married couple
  • Using Company shares to pass wealth down the generations in a controlled way, whilst minimising the impact of a future divorce

Career History

Previous Law firms

  • Berwins, Associate Director & Firmwide Head of Estate Planning
  • Weightmans, Principal Associate & head of Estate planning for the Leeds office
  • Wrigleys Solicitors, Solicitor

Memberships

  • Society of Trust and Estate Practitioners (STEP), full member

Education

  • University of Cambridge

Other

  • Paul regularly gives seminars on Family Investment Companies and estate planning

Expertise

Back to top

Paul is a Private Client Partner with over 14 years’ experience in top-end private client work.  Paul Specialises in Family Investment Companies, Deed of Variation, Trust creation, Wills and estate planning, the use of trusts, partnerships/LLPs and companies to hold businesses and investments, all forms of Powers of Attorney (general, trustee, enduring and lasting), bloodline estate planning, development land sale planning and business succession planning.

He has over 18 years’ experience working at top firms and over 14 years’ experience in Private Client.

Paul has been recognised by the legal directories and has been personally ranked Band 3 in Chambers and Partners High Net Worth Guide, and is named in his team’s Band 3 rankings.

Paul Advises

Back to top

  • Private individuals and families
  • High-net-worth individuals
  • Entrepreneurs
  • Business owners
  • Company directors
  • Executors and trustees
  • Landlords
  • Farmers
  • Landed Estates
  • Recently wealthy (e.g. compensation awards/lottery winners/divorcees)

Experience Highlights

Back to top

  • Advising clients on the restructuring and disposing of interests in property companies
  • Setting up a Disabled Person’s Trust to hold a residence
  • Advising international entrepreneurs on maximising the availability of Business Relief on their group holding company
  • Setting up a Farming Partnership to maximise the availability of Business Asset Holdover Relief (formerly known as Entrepreneurs’ Relief) on a land sale
  • Using Will trusts to maximise Inheritance Tax relief for a previously bereaved married couple
  • Using Company shares to pass wealth down the generations in a controlled way, whilst minimising the impact of a future divorce

Career History

Back to top

Previous Law firms

  • Berwins, Associate Director & Firmwide Head of Estate Planning
  • Weightmans, Principal Associate & head of Estate planning for the Leeds office
  • Wrigleys Solicitors, Solicitor

Memberships

  • Society of Trust and Estate Practitioners (STEP), full member

Education

  • University of Cambridge

Other

  • Paul regularly gives seminars on Family Investment Companies and estate planning