Our Team

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 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.

Since qualifying in 1974 I have worked almost exclusively in the field of private client work, with an emphasis on all aspects of trusts, tax planning, Wills and estate management. I have acted for a number of families including several generations, over the years, and have been closely involved in succession planning, wealth and family issues. I believe it is important as a family lawyer to understand the challenges involving succession and individuals, as these are as vital as tax considerations and administrative structures. I also believe in working closely with a family’s other professionals, and visiting clients as often as necessary. I hope to continue to practice for many years to come.

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 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 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 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 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 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 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.

I specialise in matters relating to powers of attorney, personal injury trusts, mental capacity and the Court of Protection.

Many of my clients have lost mental capacity as a result of degenerative brain conditions such as Alzheimer’s disease and dementia or have sustained serious brain injuries, usually as a result of a catastrophic accident or birth trauma. Whether the clients have their own wealth or have received substantial awards of compensation, I have significant experience in managing funds carefully in order to meet their lifetime needs. This involves working as collaboratively and pragmatically as possible with clients, their families and support teams.

I make applications to the Court of Protection on matters ranging from the appointment of a deputy to complex one-off applications such as statutory Wills and gift applications. I can also assist with investigating suspected financial abuse of a vulnerable individual and bringing or defending proceedings in the Court of Protection including disputes between property and financial affairs attorneys, contested deputyship applications, and misappropriated funds by deputies and attorneys.

In addition, I specialise in Will drafting, estate planning, probate and estate administration work. I deal with simple and complex estates including estates with cross-border and multi-jurisdictional issues in a sympathetic and efficient manner. This includes preparing the grant application, completing the accounts to HMRC and claiming any reliefs, dealing with enquiries from HMRC, advising on and preparing deeds of variation and post-death tax planning.

I read law at the University of Sheffield and prior to joining New Quadrant Partners worked at one of the country’s leading and busiest Court of Protection practices.

I sit on the committee of the Court of Protection Practitioners Association London Group (CoPPA). I am also a member of the Law Society’s Private Client Section and STEP (the Society for Trust and Estate Practitioners). I have undertaken the STEP Diploma in Trusts and Estates and STEP Advanced Certificate in advising Vulnerable Clients. I was named as an eprivateclient Top 35 under 35 in 2016.

I advise UK and foreign individuals and their families on the management of their personal affairs and the preservation and transmission of their family wealth.

My work includes Wills and succession planning, capital tax planning, and the formation and tax efficient use of trust and other asset holding structures. I also provide advice to non-domiciled and/or non-resident individuals on their obligations and the opportunities available to them.

My clients range from entrepreneurs to “talent”, increasingly with a US flavour. I also have prior offshore experience, having spent time in the Channel Islands advising individuals, trusts companies and family offices.

Prior to joining New Quadrant Partners, I trained with a leading UK regional firm, qualifying in September 2010. I studied Law at the University of Warwick before completing the Legal Practice Course. I am a member of STEP (the Society of Trust and Estate Practitioners) and I am currently completing the STEP Advanced Certificate in UK Tax for International Clients. I have been recognised by The Legal 500 UK 2015.

I focus broadly on UK tax planning, and I have experience in succession and wealth planning for landed estates and individuals. Alongside the more traditional Wills and trusts advisory work, I am helping to develop our practice in alternative corporate structures for families and individuals.

I do some contentious work, having been seconded to the litigation department of Bird & Bird as part of my training contract. My contentious work involves hearings at the Tribunal for disputes with HMRC and in the Chancery Division for applications under the Variation of Trusts Act 1958. I also work with charities on their set up and the provision of ongoing legal and tax advice.

I read history at the University of Leeds and completed the GDL and LPC at BPP Law School, before joining New Quadrant Partners to train in 2010. I am a member of STEP (the Society of Trust and Estate Practitioners).

I work with partners and senior associates on a range of private client matters including estate planning and preparing Wills, trusts and Lasting Powers of Attorney. I work with a number of families and have been involved in the establishment of structures (including trusts, family trust corporations and open-ended investment companies (OEICs)) for the protection and preservation of wealth. I have also been involved with probate and Court of Protection matters.

I have a predominantly UK client base, however, I also have experience of advising non-domiciled and non-resident individuals.

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

I advise individuals on the UK aspects of their international wealth and succession plans. My areas of practice include advising on domicile and residence status, the application of double tax treaties, pre-UK arrival planning measures, cross-border compliant Wills and the legal/tax implications of the use of trusts (both UK and non-UK trusts) and other entities (such as companies, limited partnerships, etc.) for holding personal wealth.

I have experience advising entrepreneurs, private equity principals, C-suite executives and internationally mobile families, with a focus on clients based in or with assets in the US, India, South Africa, Singapore and Dubai.

Prior to joining New Quadrant Partners, I was based in Mumbai with an international tax and legal advisory firm and was a member of the Steering Committee to set up STEP India.

I am a qualified advocate, India (non-practising), a graduate of NALSAR University of Law, India and hold a Masters in Law degree from Harvard University.

I focus on advising UK and international clients on a wide range of private client matters, including global estate planning (with a focus on US and UK families), Wills and Lasting Powers of Attorney. I have successfully registered several private grant-making charities with the Charities Commission, and established a number of private trust corporations.

I trained at New Quadrant Partners and qualified in October 2016. As part of the training process, I undertook a secondment to a family firm based in London and the South West.

Prior to joining New Quadrant Partners, I worked in compliance at a boutique investment bank, specialising in corporate finance and M&A in cleantech and biotech.

I studied Ancient History at King’s College, London and completed the GDL and LPC at BPP Law School in London.

I specialise in estate planning and advise clients on UK tax, trusts and Wills. I have a particular focus on cross-border tax and succession issues that affect clients connected with one or more other jurisdictions.

I am currently training to become a solicitor, having joined the firm in March 2018.

I have a Bachelor of Science degree from the London School of Economics and have completed both the Graduate Diploma in Law and the Law Practice Course at BPP Law School.

I am fluent in Italian and French.

I deal mainly with the management and administration of trusts and estates. The work I undertake includes routine day-to-day administration and the preparation of annual accounts, completion of Inheritance Tax forms, liaising with trustees and executors, completion of tax returns, dealing with donations and distributions, and completing annual returns.

I also deal with non-contentious Court of Protection matters for both professional and lay deputies. I have dealt with a wide variety of Court of Protection matters involving multi-jurisdictional property and affairs. I am highly conscious that the nature of Court of Protection work is sensitive and I understand the need to balance the wishes of the protected party against decisions that are made in the protected party’s best interests.

I deal with the administration of deputyship matters, working with protected individuals who suffer from incapacity as a result of birth or catastrophic accident injuries. I also prepare annual deputyship reports, personal tax returns and associated applications to the Court of Protection, including statutory Wills, codicil or gift applications, as well as liaising with local authorities, care agencies and medical professionals.

I also have experience of dealing with Annual Tax on Enveloped Dwellings (ATED) and non-resident Capital Gains Tax returns.

I studied Law at university and I am currently studying the Legal Practice Course at BPP Law School.

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 specialise in advising clients on all aspects of trust and estate tax compliance, accounting and administration. Over the years, this has extended to Inheritance Tax planning and reporting, offshore trusts and structures, and personal tax compliance. With the introduction of non-resident Capital Gains Tax, Annual Tax on Enveloped Dwellings (ATED) and ATED-related Capital Gains Tax, I have provided assistance to clients with their ongoing compliance as well as fulfilling their reporting obligations on the disposal of properties or de-enveloping of structures.

I joined the firm in October 2013, having spent eight years at Coutts & Co in their trusts and estates department before moving to the private client team at Crowe Clark Whitehill as a Trust Manager, where I spent a further five years.

I am a full member of STEP (the Society of Trust and Estate Practitioners) and an affiliate member of ACIE (The Association of Charity Independent Examiners).

I joined New Quadrant Partners in August 2017 bringing with me over 20 years’ experience in the fiduciary services sector supporting clients with the management, administration, compliance, tax and accounting requirements for a variety of entities including trusts, charities and estates. This experience was attained while working for leading accounting firms, private banks and boutique trust companies, both on and offshore.

I support the trust team dealing with the tax and accounting requirements for trusts, estates and personal tax clients.

I am a Fellow of the Association of Chartered Certified Accountants as well as being a member of STEP (the Society of Trust and Estate Practitioners) and the Association of Taxation Technicians.

I work in the trust team providing day-to-day administration on personal injury and family trusts. In particular, I am involved in the preparation of annual trust accounts, completion and submission of trust and personal tax returns, and other general tax compliance matters. I also prepare accounts and deal with the compliance and administration for a number of small charities.

I am currently studying towards the Association of Tax Technician qualification.

I joined the firm when it was formed and have a broad knowledge of the clients I work with. I assist with the management of a large number of trusts, including large family trusts and personal injury trusts, providing clients with accounting and tax compliance services.

I help clients who have set up personal injury trusts following the receipt of compensation awards. I manage their finances, carry out day-to-day administration, and provide accounting and tax compliance advice for the trust and them personally.

I also prepare estate accounts and complete the relevant Inheritance Tax forms for estates.

I am currently studying towards my Association of Tax Technician qualification.

I joined New Quadrant Partners in June 2017 having previously spent two years administering trusts at an established and well-known bank.

I support the trust team in the day-to-day administration of a number of trusts, ranging from large family trusts to personal injury trusts as well as assisting with the production of annual accounts for both trusts and various charities.

I additionally provide support completing self-assessment tax returns for both trusts and personal tax clients as well as assisting the solicitors and more experienced members of the trust team with Inheritance Tax and Corporation Tax reporting.

I graduated from the University of Lincoln with a Law degree in 2015 and have since obtained an Advanced Certificate in Estate Administration from STEP (the Society of Trust and Estate Practitioners).

I am an Affiliate Member of STEP and aim to complete further qualifications with them in the near future and obtain full membership. I will also pursue various other tax and accounting qualifications.

I have over 10 years’ experience as a qualified accountant and have worked directly in the legal sector for more than six years.

I head up the finance team at New Quadrant Partners ensuring my team achieves strict adherence to the Solicitors Accounts Rules and compliance requirements, and the utmost security of client funds.

Advising the partners and driving the financial strategy of the business is a key part of my role and I am also the Money Laundering Reporting Officer (MLRO) and Compliance Officer for Financial Administration (COFA).

A key driver is to ensure the best service to our clients in terms of the accounting function and helping the partners and client service teams build and maintain long-term multi-generational relationships with the firm’s client base.

I joined New Quadrant Partners in 2010. Having worked previously in larger law firms, I have gained a vast amount of experience within my profession.

I report directly to the Finance Director to ensure the smooth running of the accounts department.

I enjoy my role and being part of a wider team.

I have worked within the legal sector for over 20 years. I joined New Quadrant Partners in February 2016 as a Finance Assistant/Trust Administrator.

My role is varied and I enjoy working in a boutique firm that values both its clients and employees.

I worked in a solicitors’ firm for over 15 years before moving to New Quadrant Partners in 2013. I manage the firm’s office facilities and IT infrastructure.

I joined New Quadrant Partners on its formation in 2010 and I have full responsibility for reception, meeting, greeting and taking care of our clients.

In my past roles, I have worked in various fields from media and fashion to property management.

I have been working in the private client industry since July 2010 and joined New Quadrant Partners as a PA in July 2014. I currently work for Jonathan Colclough, Sophie Voelcker and Jasper Gerhards who all specialise in tax, trusts, Wills and probate.

I enjoy working as part of the team and the variety and challenges that my role brings.

I joined New Quadrant Partners in September 2013 having previously worked at a large London firm. I act as PA to Karen Marks, Vanessa Kemp, Darren Austin-Smith and Aimee Mitchell, who specialise in tax and trust, personal injury and philanthropy.

I have been in the private client industry for over 20 years with a mix of legal experience dating back to my first job in Sydney, Australia.

I joined New Quadrant Partners in May 2015 having previously worked as a legal PA at two large London law firms and the London office of a US firm. I am PA to Zoë Camp, Marilyn McKeever and Alexa Collis.

It is refreshing to work in a firm that regards its support staff as integral members of the team and I enjoy providing an additional point of contact for clients.

I joined New Quadrant Partners at its inception in June 2010 having spent 15 years working with Louise Stoten’s team. I am a PA and I work for George Francis, Robert Smeath, Kiran Vasudeva, Flora Hussey, Harriet Rawlings, Kitty Sokol and Wesleigh Kirby. The team I work for specialises in tax and trusts, personal injury trusts, Wills and probate.