I bring to the new role of Director of Family Office, over two decades of legal experience, cross-cultural agility and broad exposure to transactional, regulatory and litigation work.
My aim is to help my clients organise their affairs in an appropriate and tax-efficient way, which is suitable for them in their particular circumstances, and that they understand the implications of any arrangements that they put in place.
I have worked in the private client field, including trust management, trust and personal tax compliance, for over 25 years.
My clients include very wealthy multi-national families, entrepreneurs and highly sophisticated investors from investment banking and hedge fund backgrounds.
I have built a strong team and we all share the vision that wealthy families need a broader service than is often provided by the traditional law firm model.
I specialise in advising clients on all aspects of trust and estate tax compliance, accounting and administration.
I advise some of the firm’s largest family clients regarding their wealth structuring, succession planning and trusts.
I focus broadly on UK tax planning, and I have experience in succession and wealth planning for landed estates and individuals.
I work primarily with UK based individuals and families to protect their wealth from a number of threats.
As a private client lawyer, qualified in 2000, I provide legal expertise in all areas of private client work, including tax, trusts and estates, succession planning and wills.