Amy advises on a broad range of private client issues including estate, tax and succession planning and asset protection. This includes advising on and preparing Wills, trust advice and administration, court of protection matters and advice on personal taxes as they relate to estate planning.
Amy keeps herself up to date with law and technology and can advise on administering digital assets and guarding estates against claims. Amy has had numerous articles published in publications such as the Financial Times Adviser and The Gazette. She recently received a distinction in the STEP Advanced Certificate for advising Vulnerable Clients.
Amy worked at Wright Hassall LLP prior to joining Meridian in February 2019 and prides herself on communicating complex advice in an easy to understand manner.
01675 444 886