Terry qualified as a solicitor in his home city of Coventry back in 1989, focusing initially on wills and the administration of estates. In the 1990s he began working in Birmingham in the tax team of a recognised national law firm where he developed an expertise in tax and trust planning.
He has headed up teams at other firms since then, and his goal is now to help establish an estate planning practice in Thursfields’ Birmingham office, and to provide support to the rest of the team throughout our office network.
The clients we are looking to help cover entrepreneurs and business owners, wealthy families, and individuals who need wills or tax advice. He is happy to advise on wills, the creation or restructuring of trusts, lifetime gifts and other planning to minimise inheritance tax or other tax liabilities (including insurance-based solutions), death-in-service payments, and anything else you can think of! As part of this, he will always look to work in collaboration with a client’s existing financial advisers or accountants.