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Professional Biography

I am a senior associate in Walkers' Jersey Private Capital & Trusts Practice Group. I practiced for over ten years in onshore private practice in London before moving to Jersey. My main focus is on advising professional trustees, settlors, beneficiaries and family offices regarding complex private wealth structures, which often include private trusts, family offices, charitable structures and foundations. My practice is mainly focused on wealth protection, multi-generation succession planning and advising on general trust administration. I also regularly advise on corporate and banking structures that include purpose trusts and private trust companies or employee benefit and pension trusts. I am fully STEP qualified and working towards being an Association of Tax Technicians (ATT) member.

What is your favorite restaurant to take a client or colleague to?

Petchi in St Helier. The menu is always evolving and the combination of Jersey and Basque style cooking is a winner!

What is the best piece of advice you have ever received?

Failure provides for opportunity. Whether it's about regrouping from a set-back, or learning to self-improve failure helps us to grow, often in ways we wouldn't have envisaged.

What was your first job?

A waitress for an event company.

What changes do you expect to see in your practice over the next year?

Continued focus on international transparency and governance. Increase in hybrid trust structures for non-traditional trust assets, particularly regarding digital assets and the evolution of data trusts.