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 5 min read 15 May 2026 Wait and LLC? Why UK residents are still taxed twice on US incomeDouble taxation remains an unresolved issue for UK residents holding investments through US LLCs. Private Wealth Partners, Laurence Morgan and Dom Rothbarth, and Senior Associate, Marie McCallum outline how conflicting UK and US tax treatments can lead to unfair outcomes and the grounds for optimism.
Read more 4 min read 13 May 2026 The Earned Settlement proposals – a unique opportunity for the tech sectorWhat do the Earned Settlement proposals mean for tech talent and hiring strategy? Partner and Head of Immigration, Zoe Jacob and Associate, Clemmie Smith outline how the shift to a contribution‑based model could reshape settlement timelines, costs and recruitment planning for the tech sector.
Read more 3 min read 13 May 2026 What is driving American interest in moving to the UK?Why are high net worth Americans increasingly looking to the UK for relocation and new opportunities? Following on from her insight in the Luxury Collective white paper, Partner and Head of Immigration, Zoe Jacob writes in WealthBriefing, exploring the key lifestyle, political and tax drivers behind this growing trend, alongside what it means for those considering short and long term moves.
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