International Trusts and Private Client

I head up our award winning trust and private client team in Guernsey. I am an experienced international private wealth advisor, having worked in London and Guernsey for many years. I provide a variety of private wealth advice to international families, trustees and family offices. I regularly advise clients on the preservation and protection of their wealth, estate planning and inheritance planning, succession and the passing of control from one generation to the next, trusts and foundations, restructuring for tax and other reasons, relocation services, finding alternative resolutions to trust and private client issues, as well as family governance and philanthropic giving.

I am a regular speaker in Guernsey and beyond, as well as having published a number of articles for various publications.

Solicitor in England & Wales (currently non practising), 2006 STEP (Society of Trust & Estate Practitioners - diploma), 2011 STEP Advanced Offshore Certificate in Company Law & Practice, 2014 STEP Advanced Certificate in UK Tax for International Clients, 2015 Tax Technician (Association of Tax Technicians - diploma), 2018

STEP member, since 2011 ATT member, since 2018 STEP Guernsey Branch Committee Member, since 2022