Office Location: United Kingdom
England and Wales
Trusts: Planning
Relocation and Cross-Border Advisory
Tax Advisory
I lead the Deloitte Private Client Services practice across the UK and have more than 20 years’ experience of advising ultra-high net worth individual and family office clients on complex personal tax matters. I deal extensively with international issues, advising both non-UK domiciliaries and non-UK residents on how to structure their family and business affairs, regularly advising on relocation to or from the UK and on matters relating to non-UK resident trust structures. I also regularly advise management teams and shareholders of private companies in relation to the personal tax implications of commercial transactions, such as trade sales and private-equity backed buy-outs, as well as then advising on appropriate personal structuring for the wealth created as a result.