I have spent the past 30 years of my career advising HNW and UHNW families on the best way to preserve their wealth and the transition through the generations. I spent the first four years working as a private client stockbroker and after requalifying as a lawyer I have spent the rest of my career in commercial and leading private client firms.

I have built a strong team and we all share the vision that wealthy families need a broader service than is often provided by the traditional law firm model. We aim to fulfil the role of trusted advisor to the families that we work with, providing guidance on all their legal and wealth management needs and sourcing the best team to achieve success.

The families I work with come from varied backgrounds: large landed estates, business entrepreneurs, and sophisticated investors such as hedge fund managers and private equity principals. Whilst the backgrounds of these clients differ, their objectives are often similar – they are seeking ways to maintain and manage family wealth through multiple generations.

New clients principally contact me for advice on the most tax efficient way to structure their assets, but our approach is more holistic than pure structuring. We set out a family strategy and work with clients to implement this.

Many of my clients are not originally from the UK and have assets and interests all over the world. We are very well connected and we work with other professionals both in the UK and abroad to meet your needs. Whatever the client requirement may be, our selection is always truly independent.

I have been listed as one of the Top 20 Women in Private Wealth Management, one of the Top 20 Lawyers, a Power Woman and a Leading Lawyer in the Citywealth Leaders List 2018. I was nominated for Citywealth’s Lawyer of the Year 2016 and was winner of the Entrepreneurial Individual of the Year 2016.

I have also been named in ePrivateclient’s 50 Most Influential for 2017 and 2018, Legal Week’s Global Elite 2018, and as an Outstanding Individual in Chambers 2017.

I have worked on a variety of private client matters over the past 25 years. I work primarily with UK based individuals and families to protect their wealth from a number of threats.

I often advise on the most efficient way to structure assets to reduce the burden of taxation and, in particular, to take advantage of capital taxation reliefs for owners of farms, landed estates and businesses.

Ideally, this type of planning is best done during lifetime but I head the probate team at New Quadrant Partners and often have to advise on the best way to administer and reorganise an estate efficiently. This work also includes dealing with assets located in jurisdictions outside the UK.

In addition to the impact of taxation, I also advise on the best way to involve children and grandchildren in family businesses and assist with succession arrangements to these businesses whether by inheritance or a business sale.

I hold a Diploma in Financial Planning so that I can work with other advisors to make the best use of financial products, although the advice will always need to be given by a fully regulated professional.

I am a member of STEP (the Society of Trust and Estate Practitioners) and Solicitors for the Elderly, and increasingly find myself advising on issues relating to mental capacity.

I advise some of the firm’s largest family clients regarding their wealth structuring, succession planning and trusts. My focus is primarily on UK resident and/or domiciled individuals, trustees and beneficiaries, with a particular interest in cross-border taxation and succession issues affecting UK expats in France and Malta.

I also have experience providing tax and trust advice in the context of matrimonial disputes and pre-nuptial agreements.

In addition to the firm’s own Foundation, I have established and registered a number of charitable trusts and companies for clients.

I am a member of STEP (the Society of Trust and Estate Practitioners).

I have been named in the Citywealth leader’s list for the private wealth industry in 2017 and 2018 and as one of eprivateclient’s Top 35 Under 35 in 2014.

I advise both UK resident and international clients on UK tax, trust, estate and succession issues with a particular focus on international cross-border matters for non-UK domiciled clients (resident in the UK or elsewhere), offshore trustees and family offices.

This includes advising on residence, domicile, the remittance basis of taxation, and developing or refining structures and strategies to preserve wealth and avoid unnecessary tax and succession implications. Such structures can be companies, trusts, partnerships or foundations, whether in the UK or outside.

I regularly advise individuals moving to or from the UK on how to plan their affairs in a tax efficient manner before they arrive or depart. Often this will include considering the impact on, and planning for, any business they own or structure they can benefit from.

I am experienced in advising business owners and entrepreneurs at all stages in the lifecycle of their business. This can include anything from putting an efficient Will in place, to advising on personal tax strategies around sale, or how to manage the succession of the business down to the next generation of the family.

I also work alongside family lawyers in the context of divorce or pre-nuptial agreements, particularly where family trusts are involved.

I am a member of the STEP (the Society of Trust and Estate Practitioners) and have obtained the STEP Diploma, and the STEP Advanced Certificate in UK Tax for International Clients. I am named as a Leading Lawyer in Citywealth 2018 Leaders List and have received a STEP excellence award.

I am a founding partner of New Quadrant Partners and, as a private client lawyer of 20 years, I advise on wealth and succession planning and provide UK tax and trust advice to families based both within and outside of the UK. I have particular expertise in dealing with business owning families and those with UK/US connections. Since New Quadrant Partners was set up I have developed our strong UK/US team and entertainment offering.

My approach to wealth and succession planning is to provide a solution that is not only efficient but is workable when taking into account the personalities, resources and skills of the family members and advisors who will be instrumental in running the family enterprises going forward.

I am a trust expert and also advise on the use of companies and partnerships as alternative family wealth and business holding structures. For many of my client families, philanthropy and responsible business practices are an integral part of their planning and in response to this demand, I have been developing the knowledge and contact base to help families with their philanthropic and social goals.

I have been listed as a Leading Lawyer, a Prominent Figure, and Power Woman in the Citywealth Leaders List.

I have specialised in international and UK tax and estate planning, including personal and trust taxation, for over 30 years. I work principally with international individuals and families, and the trustees of their trusts, to help them manage the family wealth. I aim to build long term relationships with clients to enable them to adapt their wealth planning as the family’s circumstances and needs, and the applicable tax rules, evolve.

In particular, I focus on tax and estate planning for non-UK domiciled clients, which involves all aspects of offshore and onshore trusts and Wills, and the remittance basis of taxation.

I also advise increasingly international client families on cross-border tax and legal matters, the mitigation of double taxation, and tax efficient charitable giving.

I apply my trust expertise to trusts used in the commercial as well as the personal context including employee benefit trusts, “disguised remuneration”, and pension schemes.

In my role as a member of the Tax Law Committee of the Law Society, I regularly engage with HMRC on policy and new legislation in the offshore and non-domicile field.

I combine my practice with sitting as a judge of the First Tier Tax Tribunal, which gives me an insight into the operation of the tax system in a practical context.

I concentrate on tax and structuring advice for international individuals and families. My clients include very wealthy multi-national families, entrepreneurs and highly sophisticated investors from investment banking and hedge fund backgrounds. Many of my clients are non-UK domiciled and are not resident in the UK. I advise on their UK tax status both on departure and coming to the UK as well as on the structuring of their worldwide assets efficiently and to provide a workable method of holding their wealth for future generations. I also act for offshore trustees and private banks providing tax and trust advice on structures managed and administered by them.

I originally worked as a secondary school teacher in inner London for six years before requalifying as a solicitor over 20 years ago. Initially, I practised in corporate finance in the City before moving into private client work. I spent over nine years in the tax and private capital department of Lawrence Graham, being promoted to partner in 2003. I was also a partner in the private client department of Boodle Hatfield (2008 – 2011).

I am a Chartered Tax Adviser (CTA), passing the ATII in 1997. I have been listed as a Leading Lawyer, a Power Women, and in the Honours Lists in the Citywealth Leaders Lists.

I have worked in the private client field, including trust management, trust and personal tax compliance, for over 25 years. I act for a variety of clients, specialising in onshore relationships for family trusts and personal injury trusts. I have acted for some families for in excess of 25 years and in some cases I am now dealing with the third generation of the family.

As Trust Director, I oversee the trust management team at New Quadrant Partners, managing a large number of trusts, including all accounting, tax reporting and the day-to-day administration duties.

During the many years I have looked after private clients, I have developed an extensive knowledge of how to support and nurture private individuals especially those who have set up personal injury trusts after the award of a compensation payment. This includes cash profiling, assistance with managing monthly budgets, liaising with investment professionals, monitoring investment performance and completing trust and personal tax returns.

I also provide support to families who set up trusts to plan for the future to maintain the value of the family assets within a trust structure (particularly estates and businesses), so that future generations can be supported through education, helped with the purchase of property, and for the good of the family as a whole.

My primary aim is to build solid long-term relationships with my clients and help them and their families by providing them with an efficient, supportive and professional service.

I have particular expertise in and have worked to build the firm’s reputation in advising on personal injury trusts where an individual has suffered a catastrophic spinal cord injury, predominately through an accident or clinical negligence.

A number of my clients have also suffered a head injury and I am therefore heavily involved with Court of Protection work. This requires a different approach to providing advice, whether as a deputy or looking at making statutory Wills or gifts.

I work in tandem with the firm’s non-legal trust administration team, managing the decisions that need to be made on behalf of clients, not only including financial payments, but also the appointment of case managers to set up a care package for the client, and project managers when properties need to be adapted.

In addition, I prepare witness statements and act as an expert in some of the highest value personal injury and clinical claims passing through the courts and work extensively with some of the leading personal injury firms and counsel in this field. I have presented on the administration of personal injury trusts and deputyships to leading claimant personal injury firms and barristers’ chambers.

My specialism in representing individuals lacking capacity was strengthened by a secondment to the Office of the Official Solicitor.

I am a member of STEP (the Society of Trust and Estate Practitioners) and Solicitors for the Elderly, and I have been named in Private Client Practitioner’s “Top 35 under 35” twice.

I advise UK resident and international clients on their personal tax, wealth structuring and succession planning. My clients often have complex cross-border or multi-jurisdictional issues, involving the coordination of advice between different jurisdictions and areas of law and bringing these aspects together to provide a comprehensive and bespoke solution to the client’s wealth structuring and succession needs.

I regularly advise international families seeking to relocate to the UK and UK expats intending to return to the UK on their personal tax matters and pre-arrival planning.

I have a trust law background and also have experience in the establishment of alternative family investment structures such as family investment companies and family partnerships.

I am qualified as a solicitor in England and Wales and in New Zealand, and as a Chartered Tax Advisor.

I am a member of STEP (the Society of Trust and Estate Practitioners), was voted one of ePrivateclient’s “Top 35 under 35” for 2015 and 2017, and was shortlisted for Citywealth Lawyer of the Year in 2017.

I have over 25 years’ experience of working the family offices and advising wealthy families and individuals on the wider issues of wealth structuring, family office establishment and management, family governance and philanthropy.

A founding partner and now a consultant to New Quadrant Partners, I use my distinct experience to support the wider team in holistically looking at, and responding to, our clients’ needs.

I am a trustee of the New Quadrant Foundation and I also work with a number of other charitable organisations both via my role at New Quadrant Partners and on a personal basis.