Areas of Practice
Private Client, International Wealth Planning, Trust & Succession Planning, Family Business, International, Wills & Lasting Powers of Attorney, Probate & Administration of Estates, Entrepreneurs, Trusts & Divorce, Charities, Philanthropy & Non-Profit, Landed Estates, Heritage Property and Art, Tax & Advisory
Awards & Rankings
Chambers HNW, Ranked Individual, 2017 – 2020
Chambers UK, Ranked Individual, 2017
Conference Speaking
Guernsey Trusts conference, Evolution or Revolution, 2017
Publications
Tolley’s Guidance on Estate Planning
STEP Advanced Certificate in UK Tax for International Clients
Business Families and Family Businesses STEP Handbook for Advisers 2018
Memberships
Society of Trust and Estate Practitioners (STEP)
Business Families, Cross-Border Estates and International Client Special Interest Groups
Education & Qualification
University of Oxford
Qualified as a solicitor in 1995
Recommended by Geoffrey
Decisions about property and mobility are rarely just about place. Developed in collaboration with The Luxury Collective Global Advisory and Partner and Head of Immigration, Zoe Jacob, this white paper explores the legal and structural consequences of living in the UK for US nationals and examines how immigration frameworks intersect with wider family, tax and long‑term planning considerations.
Read more 3 min read 16 Apr 2026 Rethinking philanthropy in legacy planningIn the Spring 2026 issue of Family Office Magazine, Partner and Philanthropy Expert, Clare Stirzaker explores why philanthropy should be treated as a core part of succession and financial planning rather than an afterthought. The article highlights the importance of values‑led conversations, building trust with charitable organisations and balancing the growing demand for impact with the practical realities charities face.
Read more 2 min read 13 Apr 2026 Competing for the future: the UK’s strategy to attract AI innovatorsAs global competition for AI expertise intensifies, the UK is refining its immigration framework to stay ahead. In The AI Journal, Immigration Partner, Zoe Jacob examines how recent policy direction and visa reforms are strengthening the UK’s appeal to international AI talent, founders and fast‑growing tech businesses.
Read more 2 min read 10 Apr 2026 Cutting the IHT bill without losing control of your businessWhen does a smart tax move start to strain the way a business is run? In the Financial Times, Senior Associate, James Woods‑Davison looks at the practical realities behind using the expanded £2.5m BPR allowance. While reorganising shareholdings might ease future inheritance tax exposure, it can also reshape internal dynamics – from decision‑making to minority shareholder expectations – if governance and control aren’t firmly anchored.
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