Areas of Practice
Private Client, International Wealth Planning, Trust & Succession Planning, Family Business, International, Wills & Lasting Powers of Attorney, Probate & Administration of Estates, Entrepreneurs, Trusts & Divorce, Charities, Philanthropy & Non-Profit, Landed Estates, Heritage Property and Art, Tax & Advisory
Awards & Rankings
Chambers HNW, Ranked Individual, 2017 – 2020
Chambers UK, Ranked Individual, 2017
Conference Speaking
Guernsey Trusts conference, Evolution or Revolution, 2017
Publications
Tolley’s Guidance on Estate Planning
STEP Advanced Certificate in UK Tax for International Clients
Business Families and Family Businesses STEP Handbook for Advisers 2018
Memberships
Society of Trust and Estate Practitioners (STEP)
Business Families, Cross-Border Estates and International Client Special Interest Groups
Education & Qualification
University of Oxford
Qualified as a solicitor in 1995
Recommended by Geoffrey
Private Wealth Partner, Julie Howard looks at how the the proposals to abolish the remittance basis of taxation with a residence-based regime will impact individuals relocating to the UK from Africa.
Read more 5 min read 17 Apr 2024 The Lessons in Legacy Podcast: How is the Wealth Management Industry reacting to increased interest in philanthropy and sustainable investments?In our latest episode, Clare Stirzaker is joined by Lyn Tomlinson, Eleanor Sepanski and James Woods Davison to look at how the Wealth Management Industry is reacting to increased interest in philanthropy and sustainable investments.
Read more 12 min read 15 Apr 2024 Are trusts an appropriate vehicle to hold shares in a family business?Using trusts as part of the ownership strategy for family businesses can enable succession planning while providing flexibility, asset protection and an ability to keep the voting block held together by trustees. In the Tax Journal, Partner, Hayden Bailey clarifies when and how trusts are likely to be appropriate for family businesses.
Read more 4 min read 11 Apr 2024 The end of the current ‘non-dom’ tax regime – what has been proposed?Plans were announced at the Spring 2024 Budget on 6 March 2024 to abolish the current ‘non-dom’ tax regime and move to a residence-based system from 6 April 2025. These changes are very wide reaching and will present opportunities for some and create challenges for others.
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