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 was named as one of the 2019 eprivateclient Top 35 Under 35 women from the private client sector.
I also lead the firm’s CSR programme. As well as coordinating all firm-wide fundraising activity and charitable initiatives, I am independently:
– a trustee of The Sporting Chance Clinic – a charity established by Tony Adams MBE that supports individuals and organisations across sports to address mental health emotional welfare and addictive disorders; and
– a volunteer with First Star Academies UK which aims to improve the lives of looked- after children and young people by partnering with, amongst others, universities and local school heads to run academies to ensure that looked-after young people have the academic, life skills and adult support needed to successfully transition to higher education and adulthood.
I also act pro bono for the Asfari Foundation, a grant making charity with a mission to educate young people in Syria, Lebanon, Palestine and the UK and to strengthen civil society organisations in their communities.
I am a member of Philanthropy Impact and also a member of the RSA (the Royal Society for the Encouragement of Arts, Manufactures and Commerce).
Cross-border estate and succession planningThis matter involved giving advice to a non-UK resident and non-UK domiciled individual and his family to ensure a coordinated succession planning strategy across two jurisdictions. This included advice relating to the structuring of...
Pre-UK arrival planningThis matter involved advising on issues relating to an individual client’s domicile and residence coming into the UK, including advice on the operation of the Statutory Residence Test and rebasing opportunities.
UK estate planningThis matter involved advising a UK domiciled entrepreneur as to her estate and succession plan. This included advice as to the application of business property relief and the availability of holdover/Entrepreneurs’ Relief with respect...
UK/US estate planningIn this matter, we advised a UK resident and domiciled client in relation to the nature of a lifetime trust established as a Will substitute during a period of residence in the US. This...