About
I advise clients on a wide range of private wealth matters, with a particular focus on international tax and trust issues.
My clients include entrepreneurial high net worth individuals and their families, trustees and family offices. My aim is to help my clients navigate complicated issues by providing clear and concise advice, with a focus on achieving the clients’ personal, commercial and strategic goals.
I have a particular interest in advising on the transition of family wealth between generations and across jurisdictions, including advising on the creation of global asset holding structures and sophisticated family governance arrangements.
I have experience in advising clients on pre-immigration tax planning, and on pre-departure planning including advising on UK tax matters and co-ordinating multi-jurisdictional advice. I also advise on the UK taxation of high value residential property and work closely with advisers in other jurisdictions in order to advise clients on appropriate holding structures and estate planning options for their properties and other assets abroad.
My work often involves advising on international estate planning, including drafting wills and powers of attorney and relevant cross-border issues. I have experience advising in relation to a wide range of assets including real estate, family business interests, art and luxury assets and other diversified investments. I advise executors, trustees, protectors and beneficiaries on a wide range of non-contentious issues and work closely with colleagues in my firm’s private wealth disputes team in relation to contentious matters,
As a legal professional admitted to practise in England and Wales, I provide tailored and strategic advice to meet the complex needs of my clients.
Experience
- Providing tailored pre-arrival UK tax advice to non-UK domiciled clients who are planning to take up residence in the UK, including advice on the application of the statutory residence test and co-ordinating advice in foreign jurisdictions
- Advising UK resident but non-UK domiciled individuals on the remittance basis of taxation and appropriate structuring of their personal assets
- Preparing UK tax advice in relation to the ownership of high value UK residential property, and advising on the options for restructuring existing property holding structures
- Advising on the creation of trusts for succession and estate planning purposes and on the UK taxation of trusts
