I’m a partner in the private wealth team helping domestic and international high net worth clients protect and enhance their wealth through succession and tax planning.
I have 15 years’ experience of working with families, their trusts and their businesses to ensure the devolution of their wealth in the most tax efficient manner.
My particular focus is estate planning and succession of family businesses, whether they be multigenerational landed estates or start ups.
I also regularly advise international clients on UK tax and how to structure their UK assets tax efficiently.
I am recommended in the Spear’s Tax & Offshore advisers’ index 2023 as a best tax lawyer for high-net-worth individuals.
Areas of expertise:
- Domestic and international estate planning (including wills) and the administration of estates
- Formation and management of trusts (onshore and offshore) as well as acting as a trustee
- Succession planning for family businesses, including family investment companies
- Tax and structuring for non-domiciled clients (non-dom)
- Taxation of heritage assets
- Family businesses
Qualifications and memberships
- Admitted as a solicitor in September 2009
- Society of Trust & Estate Practitioners (STEP)
My experience
Acting as a trustee shareholder and director of a client’s family business throughout a restructuring of the business and a generation change.
How we made a difference
My thinking
Awards
