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
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
Considering the new data showing sales of NFTs falling 92% since September*, Private Wealth Partner, Geoffrey Todd considers whether investors who have made significant losses can claim tax relief.
Read more 7 min read 01 Jul 2022 UK Trust Register – easy as A, B, C …?Following an extension of the UK Trust Register, many trusts (both UK and offshore) will either need to register for the first time or provide additional information by 1 September 2022, or within a new 90-day deadline.
Read more 5 min read 01 Jul 2022 Charity Trustees: ethical investmentsPrivate Wealth Associate, Alice Julian reflects on a recent High Court decision confirming that charity trustees can pursue an investment policy which excludes profitable investments that conflict with their charitable purposes.
Read more 5 min read 01 Jul 2022 Tax residence and ‘exceptional circumstances’Private Wealth Senior Associate, Laura Cullinane, highlights how a recent case provides further guidance on what may constitute ‘exceptional circumstances’ for the purposes of the statutory residence test (SRT).
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