Areas of Practice
Track record
Advised a billionaire financier and philanthropist on UK tax and wealth structuring advice.
Advised a leading entrepreneur in relation to the UK tax implications of multi-billion-dollar contentious trusts.
Advised a group of private equity professionals on the UK tax implications of their participation in multi-billion-dollar European funds.
Advised the Protector of a multi-billion-dollar dynastic trust with a complex restructuring and family governance exercise.
Advised the divorcing spouse of a billionaire financier with their offshore wealth structuring and asset protection objectives.
Advised international families with their UK tax planning in connection with the abolition of the ‘non-dom’ regime.
Conference speaking
STEP Bermuda Conference, 2023 and 2025
Publications
AlphaWeek: Carry under Labour: Private Equity Professionals Beware! – 2024
Tolley’s Administration of Trusts – 2023-24 (contributor)
Memberships
Society of Trust and Estate Practitioners
The Law Society
The Bermuda Bar Association
Education & Qualification
University of Exeter
Qualified as a solicitor in 2021
Recommended by Will
Over the next two decades, Africa will see its most significant transfer of wealth from one generation to the next. Yet, statistics show that many family businesses fail by the third generation. In African Business Magazine, Private Wealth Partner, Julie Howard explores strategies wealthy African families can adopt to succeed in preserving their wealth, unpacking why succession planning is more than a financial exercise – it is about safeguarding legacy, unity and values.
Read more 3 min read 12 Aug 2025 CIOs and tech leaders should heed the UK’s latest immigration reformsThe UK’s Skilled Worker visa route has undergone major reform and tech businesses may be more exposed than they realise. In their recent article for Tech Monitor, Immigration Partner, Zoe Jacob and Associate, Rhona Findlay warn tech leaders not to overlook the impact of these changes, breaking down the implications for roles at RQF Level 3-5 and explaining why CIOs and HR teams must act now to audit their workforce and mitigate immigration risks.
Read more 3 min read 07 Aug 2025 Rewriting the rules of generational wealth: Hayden Bailey and Clare Stirzaker comment in the Financial TimesIn a recent article by Pictet Wealth Management and the Financial Times, Partners Hayden Bailey and Clare Stirzaker share their insights on how modern families are rethinking succession, governance and intergenerational dialogue. From fluid leadership structures to family councils and shared decision-making, today’s legacy planning is less about handovers and more about ongoing conversations and design frameworks that last.
Read more 5 min read 24 Jul 2025 A silver lining for non-doms?From 6 April 2025, the Government’s new Foreign Income and Gains (FIG) regime for ‘qualifying new residents’ (QNRs) introduced a fresh landscape of tax incentives. Despite widespread criticism and concerns around the fiscal impact of scrapping the non-dom regime, the new reforms provide significant benefits for new UK residents – including exemption from UK tax on qualifying income and gains for their first four years of residence. In City AM, Private Wealth Senior Associate, Clare Pooley explores how the new regime works in practice, who stands to benefit, and the long-term implications for international mobility and investment in the UK.
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