STEP qualified Private Client Solicitor, recommended "Tax & Trust Adviser" in The Spear’s 500 2023 Directory. Ranked in Chambers HNW guide 2018 to 2020 and recommended in the Citywealth "Leaders' List"; formerly as a Rising Star by "Super Lawyers" and Euromoney LMG. Advising on trusts, tax, wills & estate planning, probate, powers of attorney and related matters. Dealing with offshore, onshore and multi-jurisdictional individuals, families and trusts of high net worth, many with business interests, residence and domicile considerations or other complexities, such as the taxation of offshore structures and the application of the "remittance basis" of taxation.Published articles in the Trusts and Estates Law & Tax Journal (EU Succession Regulation; the limited spouse exemption from Inheritance Tax for "mixed domicile" couples); Solicitors' Journal (EU Succession Regulation), New Model Adviser (settlor-interested trusts) and, previously in the Law Society Private Client Section journal, STEP Journal and Elderly Client Adviser.Specialties: complex tax, trust and estate planning issues, including multi-jurisdictional and offshore issues, UK residence and domicile advice, taxation of non-UK structures, international succession planning (including Wills), trust creation and trust breaking.
Listed skills include Trusts, Legal Advice, Wills, Powers Of Attorney, and 22 others.