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Professional Biography

I am a partner in Ogier’s Private Wealth team in Guernsey, advising on a variety of non-contentious and contentious matters. I am a Guernsey Advocate advising on a range of structures including trusts and foundations, working closely with fiduciary service providers and HNW individuals and families on all aspects relating to the life cycle of private wealth vehicles. I have particular expertise in complex, large scale succession structures and their reorganisation, including the use of PTCs and PTFs and family governance issues, as well as the use of trusts and foundations in commercial ventures. I also advise on regulatory matters, pension and succession advice (including wills and probate). I am a qualified TEP and a member of the STEP Guernsey Committee. I have been nominated and received a number of industry awards and accolades and has been ranked in both Chambers HNW Guide and the Legal 500 UK Guide.

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

Lima

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

Fools rush in where angels fear to tread - dont worry about what anyone else is doing, focus on what you are doing, what you are learning and what great skills you have and youll always stay ahead

What was your first job?

Working at a suite hiring shop

What is the book you recommend to everyone?

Animal Farm, George Orwell

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

The "Great Wealth Transfer" will raise significant issues both on the planning and non-contentious side as well as potentially on the contentious side. The planning around structures for the next gen will be a significant part of my practice in the coming year.