Derek has 14 years’ experience working with high net worth clients, specialising in private wealth services and providing expert advice.
His specialisms include preparation of wills and powers of attorney, inheritance tax planning, trust creation and the administration of estates and trusts.
He is a member of the Society of Trust and State Practitioners (STEP) having completed the STEP Diploma and has extensive experience in dealing with large and complex estates and wills.
Work highlights include:
- Assisting a family with the administration of the multi-million-pound estate of their late relative.
- Setting up trust funds in the wills of a couple aimed at assisting their disabled child for when they had passed away and dealing with the trust after they had died.