Roger specialises in both private client and charity law. He joined the firm in 1973, held the position of Managing Partner for some 20 years, before taking up the role of Senior Partner in 1996. Roger holds a number of executorships and trusteeships for clients of the firm.
Roger has over 45 years’ legal experience specialising in estate and succession planning. He has a particular skill in finding the right solution from a tax perspective that also considers the family dynamic of any situation.
Roger’s career has been full of variety, including 28 years representing the Guide Association as their legal consultant, acting for the founder and co-owner of an international business in selling his interest for more than $40m, as well as close involvement in a high-profile domicile case in the Singapore Courts.
“Exploring the family dynamics is an essential part of intelligent tax and succession planning for lifetime gifts and wills."
Professional Associations and Memberships
Society of Trust and Estates Practitioners (STEP)
What you may not know about Roger
I was a founder member (No 89) of the Society of Trust and Estate Practitioners (STEP) and served for a time on its International Committee.
My matter highlights
Acting for a family member in fending off litigation and resolving a deep rooted family inheritance dispute to achieve an outcome which should end the hostility for good.
Acting for two of the claimants in achieving settlement of an Inheritance Act matter which involved 13 claimants and the fortunately substantial estate of their husband, former husband or father.
Advising the trustees of a family trust on the multi-million pound promotion and sale of a residential development site.
Devising an arrangement under a Will to take account of differing circumstances and previous and future lifetime gifts, to ensure equality between the children.
Managing the complex financial affairs of a client with doubtful capacity, under a power of attorney.
Devising post death tax and succession planning for a family following the death of the father, and then in quick succession, unexpectedly the son.
Advising a charity on updating its constitutional structures and the application of its funds for purposes within the constitution.
My recent publications
News / Executing your will in the time of COVID-19
The execution of Wills can be complex at the best of times and those doing so will want peace of mind that they have done it correctly. In light of the UK Government’s most recent guidance restricting the movement of the general public in order to limit the spread of COVID-19, there are more challenges than ever before to ensure that a Will is validly executed in England and Wales.
News / Brussels IV – English Wills and European property
The European Union has made a helpful attempt to resolve the disconnect between succession laws in the different member states, and most notably those such as England and Wales with a common law freedom of disposition, and countries with the Napoleonic laws of fixed inheritance entitlements for family members.
Blogs / Wills and the Errant Child
The Court of Appeal decision in Ilott has re-set long standing assumptions about the ability of adult children to make a successful claim for financial provision from their parents’ estates if excluded from a parent’s Will.
Blogs / A Tiger’s Tale of Nuptial Agreements
Trusts may be established for a variety of reasons: typically as a means of asset protection from profligacy or claims by creditors; to dictate a future family inheritance; or for charitable purposes. For those looking to preserve wealth for future generations, a trust may be useful to try to shelter a child’s inheritance against the consequences of divorce.
Blogs / Much-Needed Clarity to the Rules of Intestacy
The Inheritance and Trustees’ Powers Act 2014 (‘ITPA’) came into force on 1 October 2014 and makes various changes to the intestacy rules, to family provision claims and to trustee powers.