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 a recent article in Transmission Private, Private Wealth Partner, Natasha Hassall talks about the challenges and opportunities landowners face when commercialising their landed estate.
Read more 3 min read 29 Mar 2021 Tax day 2021: the key announcementsIn a recent article in the Tax Journal, Private Wealth Partner, Sue Laing highlights some key takeaways from the recent tax updates.
Read more 3 min read 26 Mar 2021 Family Business: The third pillar of the UK economyThe Family Business report looks in greater depth at Britain’s Top 100 family businesses, looking at who they are, and how they are built. We reflect on how Britain can ensure these entities remain strong contributors to economic growth as we look ahead, following the effects of the Covid-19 pandemic.
Read more 3 min read 23 Mar 2021 IHT regime is outdated and in serious need of an overhaulPrivate Wealth Partner, Kyra Motley appears on the FTAdviser In Focus podcast alongside Edward Grant, Director at St James’s Place and Nick Bird, Business Development Manager for Octopus Investment to discuss how inheritance tax (IHT) planning is in desperate need of an overhaul.
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