Areas of Practice
Conference Speaking
Butterworth’s Wills and Probate Conference on the transferable nil rate band
Personal Finance Society Seminar on nil rate band planning
Presented a series of courses for IIR/IBC on Inheritance Tax and Estate Planning
Publications
Co-author of the STEP manual on Financial Services (Trusts & Estate Planning)
Co-author of STEP’s manual for the Advanced Certificate in UK Tax for International Clients
Writer for Tolley Guidance and Lexis PSL on inheritance tax aspects of lifetime planning, trusts and Wills
Memberships
Society of Trust and Estate Practitioners (STEP)
Law Society’s Capital Taxes Sub-Committee
Education & Qualification
University of Hull
Qualified as a solicitor in 1993
Recommended by Emma
How could the government’s new earned settlement model reshape the path to indefinite leave to remain? In People Management, Immigration Partner, Zoe Jacob explains how proposals to extend ILR timelines and introduce tougher income, language and character rules could significantly affect skilled workers. First consulted on last November (with the consultation closing on 12 February 2026), these proposals are not yet final, and Zoe highlights why HR teams should start preparing now ahead of potential changes from autumn 2026.
Read more 8 min read 04 Mar 2026 Family businesses: is your approach to managing talent and culture at risk?The Employment Rights Act 2025 introduces significant updates to employment rules, prompting family businesses to review how they manage people and processes. With new requirements around unfair dismissal and tribunal claims, the shift towards more structured and documented practices offers an opportunity to strengthen governance and support long‑term resilience. Partner, Clare Stirzaker and Senior Associate, Joanne Leach outline the key changes and practical steps for family‑owned firms to prepare.
Read more 6 min read 19 Feb 2026 I am a dual national British citizen. What should I do about the rule changes coming into force on 25 February 2026?Immigration Partner, Zoe Jacob provides clear guidance for dual British citizens on the stricter UK entry requirements coming into force on 25 February 2026. She highlights what documents will be needed, how to avoid travel disruption and what to do if urgent travel is required.
Read more 4 min read 12 Feb 2026 The new £2.5m BPR allowance: Opportunities and shareholder risksCould restructuring your options for shareholdings help you unlock the new £2.5m BPR allowance, or create new risks? In Business & Accountancy Daily, Private Wealth Senior Associate, James Woods‑Davison explains that while the increased allowance offers inheritance tax opportunities, having multiple minority shareholdings can expose businesses to governance pressures and unfair‑prejudice claims. Strong governance and clear decision‑making are essential to protect long‑term value.
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