Ian is a senior associate solicitor in our Wills, Trusts and Probate team. He has over 30 years experience specialising in probate, tax planning, Wills and Powers of Attorney. He is also a member of the prestigious Society of Trust and Estate Practitioners (STEP).
Ian handles a full range of private-client work, including probate, trusts, tax planning, and powers of attorney, dealing with a variety of estates from nominal values to multimillion-pound estates. He regularly deals with high-net-worth clients, complex estates, and he has acted for directors of a number household name companies.
Ian offers up-to-date advice on tax planning with the aim of saving his clients as much money as he can by reducing their tax liability. He also offers a full Will service, advising on potential tax-saving ideas and preparations that can be made to make loved ones’ lives easier. Ian’s home visit service enables him to facilitate his clients’ needs to the full, including dealing with emotive issues such as powers of attorney.
Ian invests a lot of time and energy into developing high client care standards, compliance issues, and file management.
- Wound up the disputed estate of major shareholder in a household name company.
- Has dealt with trusts on behalf of many wealthy families.
- Has identified significant capital gains tax savings while winding up and administering estates.
- Has identified errors by other firms in the preparation of Wills that have enabled disappointed beneficiaries to make successful claims against estates.
‘Very efficient and easy to work with, I would recommend to others.’ Clients, Aylesbury
‘I would have no hesitation in recommending this team to any of my friends. I cannot think of any higher prize.’ Client, Filey
‘I have been, again, delighted by the prompt and well communicated process. I would not have expected a better experience – it was excellent.’ Client, Norfolk
‘I wish to put on record my very sincere thanks for all advice and help given. It was invaluable to me.’ Client, Essex
‘Completely satisfied and would have no hesitation in contacting Horwood & James in the future should the need arise.’ Client, Aylesbury
‘Very satisfied and will use your services again if required. Thank you.’ Client, Aylesbury