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Professional Biography

My work involves advising high net worth individuals and families, trustees, and family offices within and outside the UK. I provide pre-immigration UK tax advice and work with a range of UK and non-UK based clients, advising on personal tax, trust and cross-border succession and estate planning matters, and avoidance of family disputes. This work involves advising on inter-generational transmission of wealth, cross-border estate planning, remittance issues, the UK tax treatment of UK resident and foreign trusts (for trustees, settlors, and beneficiaries), as well as on the structuring of, and UK tax implications of acquiring and holding, UK property. I travel very regularly to Asia, where I work with clients to advise on family business succession planning and family governance issues.

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

Murano

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

Before I started to work, a friend advised always to have a holiday planned in the diary

What was your first job?

Teaching Assistant

What is the book you recommend to everyone?

Fifth Sun

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

Possibly significant UK tax changes to the rules on domicile and the remittance basis.