About
I advise on all aspects of private client work. However, my particular specialism is Landed Estates, both rural and urban, and heritage property.
I am passionate about helping my clients, many of whom have held their Estates for hundreds of years, to build strategies which ensure the long-term integrity and success of the Estate. This involves ensuring good internal governance, with open dialogue between trustees, beneficiaries and key executives, within a flexible structure able to respond to the pressures, and opportunities, of the modern world.
My work with Trustee / Family / Estate Offices and other professional advisers ensures a collaborative and joined-up approach to tax and succession planning. Taking the time to get to know and understand an Estate’s concerns, ambitions, values, and day-to-day niggles ensures that the solutions which we provide will help it to thrive both now and in the future.
I achieved the highest score of all students who took the Society of Trust and Estate Practitioners’ Advanced Certificate in Administration of Trusts in my sitting, and I was recognised with a Worldwide Excellence Award for this accomplishment.
I am admitted to practise in England and Wales.
Experience
- Advising landed Estates on the efficient structuring of Estate assets, for example through “Balfour” partnership arrangements or the use of corporates or trusts.
- Assisting Estates with managing inter-generational wealth and control transfers.
- Advising in relation to heritage exemptions such as conditional exemption and the acceptance in lieu schemes.
- Advising on the establishment and good governance of Trustee / Family / Estate Office functions.
- Advising in relation to offshore trust structures, particularly in respect of restructuring to respond to changes in UK tax legislation and better meet succession objectives.
- Bringing Variation of Trust Act applications to amend the terms of trusts.
