Osborne Clarke LLP

Personal tax, trusts and probate

Patrick helps clients with tax planning, intergenerational succession, and the establishment and operation of complex trusts. Much of his work is international and he specialises in UK/US tax planning.

Patrick has a broad client base that includes individuals, financial institutions and trust companies.

He has advised leading UK banks on trust law issues, as well as international trust companies in the Channel Islands and Switzerland on succession planning, trust disputes, precedents and standard documentation. He also works with clients in Africa and the Indian diaspora.

In his private client practice, Patrick advises wealthy UK and non-UK residents on property, trust, tax, estate and succession planning. He has particular expertise in working with entrepreneurs and farming families. He also advises on the creation and administration of charities.

Patrick believes that good legal advice is based on listening carefully to clients and understanding what they want to achieve and why. Effective solutions then come through a combination of common sense, lateral thinking and legal excellence. They then need to be explained clearly and concisely, with decisive conclusions.

Having a previous career as an Army Officer in the Royal Gurkha Rifles, Patrick continues to evolve as a leader. Patrick is committed to a strong team ethos and to fair and considerate management.

Patrick is also a member of the Society of Trust and Estate Practitioners and the Association of Contentious Trust and Probate Specialists.