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Professional Biography

I advise wealthy UK and international families, family offices and charities in all aspects of UK and offshore tax, succession planning, and trusts. I help my clients navigate the complexities of cross-border estate and trust planning, probate, and philanthropy matters. My global outlook and extensive travel experience as a professional ballroom dancer and living in the US and Canada has enabled me to establish meaningful relationships with clients and professionals. I am passionate about ESG initiatives and strive to make a positive impact.

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

Sushi/Korean bbq

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

Stay authentic!

What was your first job?

Ballroom dancer

What is the book you recommend to everyone?

CliftonStrengths

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

Increased demand from clients with less traditional attitudes to tax and wealth preservation