Partner – Head of Estate Planning and Probate
James is a wealth preservation specialist and works with individuals who require advice regarding asset protection, inheritance tax or capacity issues. James works with his clients to help them identity their particular areas of risk and then creates bespoke estate plans for them so that their risks are mitigated and ultimately the client gets peace of mind.
James often works in collaboration with other advisors and looks to form a genuine partnership with his clients to maximise the value he can offer.
James is the author of ‘No Will, No Say – A Simple Guide to Wills and Estate Planning’ published in 2107 and is a regular on the professional lecture circuit.
James is a full member of STEP and sits on the Yorkshire Branch and England and Wales Committee.