Areas of Practice
Publications
STEP’s manual, Advanced Certificate in UK tax for Offshore clients
Memberships
Society of Trusts and Estates Practitioners (STEP)
Education & Qualification
University of Warwick
Qualified as a solicitor in 2000
Recommended by Jenny
Does retaining control really mean minority shareholders won’t change the way a business is run? In Accountancy Today, Private Wealth Senior Associate, James Woods‑Davison outlines five common misconceptions and explains how legal protections, governance, and dispute risks often challenge assumptions around control, confidentiality, and financial exposure once minority shareholders are introduced following the April 2026 BPR changes.
Read more 4 min read 06 May 2026 Hobby farms and tax: what you need to knowTax Partner, Andrew Loan and Private Wealth Associate, Will Timbrell explore the realities behind owning a hobby farm and the tax considerations that often come with it.
Read more 2 min read 27 Apr 2026 Why policy certainty matters to growth‑focused entrepreneursIn Startups Magazine, Private Wealth Partner, Dom Rothbarth considers why entrepreneurial ambition remains strong even as confidence in UK policy has weakened – and why certainty, more than generosity, is shaping where founders choose to invest, scale and build their businesses. He explores how tax, international mobility and long‑term policy direction are influencing these decisions.
Read more 3 min read 22 Apr 2026 Residence, real estate and the right to remain: UK immigration considerations for US nationalsDecisions about property and mobility are rarely just about place. Developed in collaboration with The Luxury Collective Global Advisory and Partner and Head of Immigration, Zoe Jacob, this white paper explores the legal and structural consequences of living in the UK for US nationals and examines how immigration frameworks intersect with wider family, tax and long‑term planning considerations.
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