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 was selected as a Citywealth Future Leader Top 100 for 2019.
I have been recommended in the Legal 500 2019 editorial with the comment: “very strong and capable of handling delicate matters for demanding UHNW clients”.
I was also named as one of eprivateclient’s Top 35 Under 35 in 2014.
Tax, trust and succession advice to cross-border familyWe work with a prominent international family with significant UK trust interests invested through an open-ended investment company (OEIC) and in UK and foreign property. We act for three generations of the family on all...