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 will the end of the UK’s non-dom regime impact internationally mobile individuals? Private Wealth Partner, Laurence Morgan explains the new four-year FIG regime in TL4 HNW Magazine – Next Gen Wealth edition, outlining who qualifies for it and the practical tax implications that may follow.
Read more 4 min read 10 Oct 2025 60 seconds with Tom McPhail in the TL4 HNW Magazine – Next Gen Wealth editionGet to know Private Wealth Disputes Senior Associate, Tom McPhail! In ThoughtLeaders4 HNW Magazine – Next Gen Wealth edition, Tom shares some of his goals and inspirations in a short Q&A.
Read more 3 min read 09 Oct 2025 Will Finnerty speaks at STEP Bermuda ConferencePrivate wealth associate, Will Finnerty, will be speaking at the STEP Bermuda Conference on Thursday, 16 October at 2:55pm ADT as part of the session “Around the world – cross-border planning in context.” He will be joining Charlie Maydon Grace of Macfarlanes and Nicholas Heuer of Katten Muchin Rosenman to discuss key issues in cross-border wealth planning for transatlantic families.
Read more 2 min read 08 Oct 2025 Mark Lindley speaks at Cambridge Forums on International Wealth DisputesMark Lindley, Private Wealth Partner, will be speaking at the Cambridge Forums International Wealth Disputes Conference. The event brings together leading lawyers and trust experts from around the world to discuss emerging trends and challenges in advising high-net-worth international families.
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