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
Double taxation remains an unresolved issue for UK residents holding investments through US LLCs. Private Wealth Partners, Laurence Morgan and Dom Rothbarth, and Senior Associate, Marie McCallum outline how conflicting UK and US tax treatments can lead to unfair outcomes and the grounds for optimism.
Read more 4 min read 13 May 2026 The Earned Settlement proposals – a unique opportunity for the tech sectorWhat do the Earned Settlement proposals mean for tech talent and hiring strategy? Partner and Head of Immigration, Zoe Jacob and Associate, Clemmie Smith outline how the shift to a contribution‑based model could reshape settlement timelines, costs and recruitment planning for the tech sector.
Read more 3 min read 13 May 2026 What is driving American interest in moving to the UK?Why are high net worth Americans increasingly looking to the UK for relocation and new opportunities? Following on from her insight in the Luxury Collective white paper, Partner and Head of Immigration, Zoe Jacob writes in WealthBriefing, exploring the key lifestyle, political and tax drivers behind this growing trend, alongside what it means for those considering short and long term moves.
Read more 3 min read 08 May 2026 5 misconceptions around BPR changes and minority shareholders
Does retaining control really mean minority shareholders won’t change the way a business is run? In Accountancy Today, Private Wealth Senior Associate, James Woods‑Davison outlines five common misconceptions and explains how legal protections, governance, and dispute risks often challenge assumptions around control, confidentiality, and financial exposure once minority shareholders are introduced following the April 2026 BPR changes.
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