Patrick has considerable experience in advising a wide variety of clients on inheritance tax planning, wills, powers of attorney and related issues. He is a full member of the Society of Trust and Estate Practitioners (STEP) and also holds STEP’s Advanced Certificate in UK Tax for International Clients.

Patrick has expertise in probate and dealing with complicated estates, including those estates with assets situated overseas, claims for business and agricultural property relief and post-death tax-planning. He provides advice to trustees and beneficiaries on their rights and responsibilities, as well as tax issues.

Patrick is a member of the Charity Law Association and advises on the creation of charities, as well as providing ongoing advice to charity trustees on their duties and responsibilities.