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.