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I specialise in UK tax and estate planning, including personal tax, trusts and wills.

I work with domestic and international individuals, and their trustees, to help them manage their wealth. Where clients need multi-jurisdictional advice, I also work with advisers in other countries.

I qualified as a solicitor in 2016. I am also a member of the Society of Trust and Estate Practitioners (STEP) and have completed the STEP Diploma in Tax and Estate Planning and Advanced Certificate in UK Tax for International Clients.

Cross-border succession and Inheritance Tax planning

The client in this matter was a UK-resident foreign national with assets in the UK and other EU countries. The client’s objective was to ensure that their assets in the UK and other EU...

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Offshore trust

The clients were non-UK-resident trustees of an offshore discretionary trust. We were instructed to review the tax treatment of the structure and its suitability for the family. Our advice covered the following: The UK...

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Residence and liability to UK tax

The client was a UK resident moving overseas. Our instruction was to assess the client’s liability to UK Capital Gains Tax when disposing of UK investments. We advised on the following: The client’s residence...

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