Areas of Practice
Awards & Rankings
2025 eprivateclient NextGen Leader
Publications
Planning and Administration of Offshore and Onshore Trusts (co-author, with Simon Rylatt and Mark Lindley)
Education & Qualification
University of Sheffield
Society of Trust and Estate Practitioners (TEP)
STEP Advanced Certificate in UK Tax for International Clients
Recommended by Clare
Further investment and expansion in the firm’s Private Client & Tax practice.
Read more 3 min read 28 Jan 2026 Leaving a lasting impact: The adviser’s role in guiding clients toward meaningful legaciesIn her guest blog for Remember A Charity, Private Wealth Partner Clare Stirzaker reflects on how philanthropy is becoming an increasingly thoughtful part of wealth planning. She shows how advisers now help clients frame their values and long‑term intentions, moving beyond a purely technical approach. Clare also emphasises that impactful giving relies on coordinated thinking across the advisory landscape, where legal, financial and investment professionals work together to support clients in shaping purposeful, well‑rounded legacy plans.
Read more 2 min read 06 Jan 2026 Confirmation of £2.5m IHT relief threshold for farmers and businessesThe Finance Bill published yesterday confirms that, as we highlighted in our 23 December briefing, the increased £2.5m inheritance tax relief for agricultural and business property will apply from 6 April 2026. Qualifying ‘relevant property’ trusts can also benefit from 100% relief up to this threshold, aligning trustee allowances with individual transfers.
Read more 2 min read 23 Dec 2025 Breaking news on IHT reformIn a welcome announcement for farmers and business owners, the government has confirmed an increase to the 100% IHT relief allowance to £2.5m per person from April 2026. Partner and Head of Private Wealth, Hayden Bailey and Legal Director, Emma Haley comment on what this means in practice and stress that now may be the right time to review wills and succession planning.
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