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
We live in an increasingly regulated world and data protection is an area of more extensive compliance since the introduction of the EU’s General Data Protection Regulation in May 2018.
Read more 4 min read 18 Dec 2020 What can be done where trustees or personal representatives have made a mistake?In a recent STEP article Private Wealth Partner, Mark Lindley outlines what can be done when a trustee or personal representative makes a mistake and the possible legal remedies.
Read more 5 min read 24 Nov 2020 CGT ReviewIn July, the Chancellor commissioned the Office of Tax Simplification (OTS) to carry out a review of Capital Gains Tax.
Read more 4 min read 24 Nov 2020 Wealth Tax Evidence PapersA group calling themselves the ‘Wealth Tax Commission’ have published a series of evidence papers…
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