Senior Associate at DMH Stallard, Chartered Tax Advisor & member of the STEP & SFE. Advises on wills, trusts, charities, tax & succession.
England, United Kingdom
Joined March 2012
- Tweets146
- Following68
- Followers34
- Likes44
#Resomation is a new potential choice that will exist for clients and families as an alternative way to dispose the body of a loved one, different from burial or cremation. An interesting read!! Good to learn something new every day! bbc.co.uk/news/uk-66081058
For Easter instead of chocolates @DMHStallard gave us a challenge to grow our own veggies! Having Easter Eggs still to eat…we took on the challenge free spiritedly! Who needs to read the instructions or do more weeding? When you have 8,000 seeds in one place…one might grow? 😂
The work year closes, and my time at @MooreBarlowLLP. I learnt a lot working with wonderful people like kind & knowledgable @PhilipWhitcomb & others. I am grateful for support, especially in 2021. New adventures await but I shall miss beautiful Lymington and amazing colleagues.
As a busy working mother, who often considers life a constant juggling act, it was great to enjoy and share with my daughters this wonderful new production showcasing incredible #women! @FantasticallyGW
@MASTStudios #Southampton
Our great trainee Emma’s interest in #tax saving measures to be undertaken for larger estates prompted our new article, with examples to keep family monies rather than paying HMRC. Enjoy & get in touch @MBPrivateWealth @MooreBarlowLLP
#estateplanning moorebarlow.com/how-not-to-l…
#Farmers have needed to diversify for their businesses to survive in the changing agricultural market.@PhilipWhitcomb shares his top tips on how to do so. @MBPrivateWealth we have the expertise and experience to help you change & succeed. @MooreBarlowLLP moorebarlow.com/key-points-t…
While its raining cats & dogs, dust your to do list and get on with updating your #Wills! With this in mind, if you have #pets, providing for them is paramount. We can help you get it right for all for them and you. @MBPrivateWealth @MooreBarlowLLP moorebarlow.com/paws-for-tho…
#FineWine and #estateplanning? Oh yes! Investing in wine can be lucrative but, what happens if you decide to sell it or if you keep it rather than drink it? @PhilipWhitcomb explains the vital #CGT & #IHT issues. @MBPrivateWealth can help @MooreBarlowLLP moorebarlow.com/thinking-abo…
850,000 people suffer from #dementia & how it affects millions, taking account of the impact on relatives & friends. @Moneybox discusses #LPAs & the importance of being prepared for the future. We can help @MooreBarlowLLP! bbc.co.uk/sounds/play/m000vh…
@MBruralservices newsletter is out on champagne, #farming business tenancies, buying a farm & more for our farmers, landowners, equestrian businesses, landed estates owners and professional advisors to read and enjoy! @MooreBarlowLLP moorebarlow.com/newsletters/…
Discretionary Trusts are used in Wills to allow clients wishes the flexibility to cope with the future changing circumstances. @LawyerKT explains how do they work & the role of trustees. @MBPrivateWealth we tailor it right for you. @MooreBarlowLLP #wills moorebarlow.com/discretionar…
Unfortunately 2nd year celebrating #Passover virtually, drinking to freedom, which will be sweeter over the coming weeks - it was enough (dayenu!). To those who celebrate this #Jewish holiday, despite the challenges, my wishes are the same - Chag Pesaj Sameach! (#HappyPassover!)
Yesterday, our @MBPrivateWealth Lymington Support Team ‘celebrated’ a year of hard work & tenacity supporting from the office the rest of the team working remotely! #thankyou ladies!!!I certainly could not have functioned without you. #teamwork #workbubble @MooreBarlowLLP
As the end of the current tax year approaches, there is still time to take good #taxplanning steps for the future!
@MBPrivateWealth we are ready to help you implement these steps before the year is up & opportunities are lost! Contact us @MooreBarlowLLP moorebarlow.com/year-end-tax…
#happymothersday to all those wonderful mums out there! From me and from all us @MBPrivateWealth. Thanks to @LawyerKT for the beautiful montage. @MooreBarlowLLP
International Women’s Day is a double celebration in my household as my daughters go back to school! Seeing them be able to fulfil their potential & the progress that is being made in the world, schools & smaller entities like @MooreBarlowLLP gives hope & inspiration. #iwd2021
My colleague Alex @MBPrivateWealth gives a short summary of yesterday’s Budget, for those who might have missed it!
It is not a very eventful budget for individual taxation, but consultations for tax changes ahead!
Keeping you informed @MooreBarlowLLP moorebarlow.com/budget-2021-…
We are recruiting! NQ – 2 year Private Wealth lawyer to join our specialist team in Lymington. Diverse workload to include succession planning with rural issues, high net worth clients & lots more! @MBPrivateWealth @MooreBarlowLLP
See below for details!
moorebarlow.com/career/priva…
Definitely not an advert for #privateclient, but enjoyed Rosamund Pike’s @goldenglobes for 'I Care A Lot', which, comedically, highlights how crucial proper advice & support is in managing affairs for the #elderly & vulnerable. Come see @MooreBarlowLLP bbc.com/news/entertainment-a…
On the subject of #charities, Alex explains below charitable gifting during lifetime and by will. This includes #taxplanning that when applied with care can have great results! @MBPrivateWealth we can help you get it right! @MooreBarlowLLP #estateplanning moorebarlow.com/charitable-g…