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
In the Tax Journal, Dom Rothbarth, Private Wealth Partner, examines the Government’s potential options for raising revenue through the taxation of wealth ahead of Budget 2026.
Read more 2 min read 21 Sep 2026 Exploring the tax frameworks behind cultural philanthropyWhat role can tax planning play in supporting the UK’s cultural institutions? In an article for Accounting and Business, Private Wealth Partner, Natasha Hassall discusses how schemes such as the Cultural Gifts scheme and Acceptance in Lieu can encourage philanthropy, helping culturally significant assets find a home in public collections while supporting effective estate planning.
Read more 3 min read 16 Sep 2026 Succession planning and wealth structuring for African familiesIn Forbes Africa, Partner, Julie Howard highlights the growing importance of succession planning as significant first-generation wealth approaches transfer to the next generation.
Read more 3 min read 09 Sep 2026 Family investment companies: key lessons for families planning for the futureIn FT Adviser, Partner, Clare Stirzaker and Senior Associate, Laura Cullinane, alongside Rebecca Reading of Lewis Golden, explore why family investment companies (FICs) continue to gain traction as a succession planning tool and consider the practical issues families may face after they are established.
Read more
