Areas of Practice
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
We live in an increasingly regulated world and data protection is an area of more extensive compliance since the introduction of the EU’s General Data Protection Regulation in May 2018.
Read more 4 min read 18 Dec 2020 What can be done where trustees or personal representatives have made a mistake?In a recent STEP article Private Wealth Partner, Mark Lindley outlines what can be done when a trustee or personal representative makes a mistake and the possible legal remedies.
Read more 5 min read 24 Nov 2020 CGT ReviewIn July, the Chancellor commissioned the Office of Tax Simplification (OTS) to carry out a review of Capital Gains Tax.
Read more 4 min read 24 Nov 2020 Wealth Tax Evidence PapersA group calling themselves the ‘Wealth Tax Commission’ have published a series of evidence papers…
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