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.
International wealth structuring and estate planningWe act as the lead adviser for a non-UK resident, non-UK domiciled individual in respect of her international wealth structuring and estate planning matters. We were initially instructed two years ago to conduct a review...