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Professional Biography

I am a Senior Partner in Deloitte's private client team and have specialised in advising individuals, their businesses and trustees, both based in the UK and overseas for over 27 years. I particularly work with International families and their trusts/ structures, and owners of private equity and hedge fund businesses. Recent work includes advising on: design and implementation of a new family office; estate and succession strategy; domicile and 'protected trust' HMRC enquiries; application of business investment relief including advanced assurance claims; advice on both moving to and leaving the UK and advice regarding acquisition and disposal of UK real estate.

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

Focus on doing what only you can do. Let other people help with everything else.

What was your first job?

Working in a garden centre age 16!

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

Continuing changing regulatory environment with particular focus on register of overseas entities and other Companies House powers, BEPS Pillar II and tax enquiries. A new Government in 2024 is mooted to bring significant change to the taxation of non-domiciled individuals and carried interest.