David has over 20 years’ experience working with a wide range of clients, helping them arrange their affairs as well as managing the estate of loved ones who have passed.
David has extensive experience in drafting Wills and Lasting Powers of Attorney, the key cornerstones of estate planning, as well as broader estate planning matters such as lifetime gifting. He is also highly experienced in estate administration, handling both simple and complex estates. In addition, he advises individuals appointed as attorneys on the scope of their authority and how to fulfil their roles effectively.
Work highlights
- Advised on various multi-million-pound estates, including one comprising 27 properties and another containing valuable collections of rare butterflies and a business in Scotland.
- Assisted a French client whose relative died intestate with estates in both England and France. David secured a secondary grant to enable property to be sold and estate administration to progress, communicating effectively with a client who spoke very little English.
- Acted for executors whose relationship with the residuary beneficiary had broken down, using meetings conducted in English and Italian to overcome cultural and linguistic misunderstandings and achieve a successful resolution.
Memberships
David is a Full Member of STEP (the Society of Trust and Estate Practitioners), a Full Accredited Member of The Association of Lifetime Lawyers, a Dementia Friend and he is a past president of the Surrey Law Society, as well as being a Member of the Surrey Law Club. David speaks fluent French and Italian, together with a little Spanish.
Education
David read Law with French at DeMontfort University in Leicester and studied French Law for one year at L’Université De Savoie in Chambéry, before returning to England and achieving the Diplôme Approfondi de Langue Française. He qualified as a solicitor in 2001 and joined TWM in 2014, joining the Private Client team in Epsom.
In his spare time, David enjoys spending time with his wife and children as well as playing sport, particularly tennis and skiing. David is also a trustee of his local church.
