Work Department

Tax, Trusts and Family; Private Wealth

Position

Head of the Private Wealth Sector and partner in international tax and trust unit of Private Client Services department. Specialises in international tax and estate planning for UK and non-UK clients. Advises non-UK domiciliaries on the income tax, capital gains tax and inheritance tax implications of UK residence, and about international estate planning. Provides UK tax advice to financial institutions, for example advising on the UK tax implications of their products. In addition, provides trust advice to numerous international trust companies and individuals, including drafting trust documentation, advising on general trust law issues and advising on policy documentation.

Education

Attended Pate’s Grammar School, Cheltenham; Newnham, Cambridge University (2000, Law, first class); Nottingham Law School at Nottingham Trent University (2001, distinction).

Mentions