Areas of Practice
Track Record
Advising on devolution of shares in a large family business
Advising on structuring of foreign life assurance
Advising mixed business on tax efficient structuring
Advising foreign trustees on the interpretation of trust instruments and associated reclaim of tax from HMRC
Advising on complex domicile analysis
Awards & Rankings
Legal 500, Leading Individual, 2020 – 2021
Tatler HNW Address Book 2020, Specialist in Tax & Trusts and Founding Partner
Chambers HNW, Ranked Individual, 2019 – 2020
Spear’s 500, Recommended Tax & Trusts Lawyers, 2018 – 2021
Legal Week Private Client Elite, One to Watch, 2019
Citywealth Future Leaders, Recommended, 2018
Legal Week Private Client Elite, Top 200, 2018
Chambers HNW, Up and Coming, 2017 – 2018
Conference Speaking
Private Client Forum, The New Generation’s relationship with money, tax and investments: The morality of wealth in 2019
Publications
Business Families and Family Businesses STEP Handbook for Advisers 2018
Memberships
City branch of the Society of Trust and Estate Practitioners (STEP)
TAGLaw/TIAG international tax group steering committee
Society of Trust and Estate Practitioners (STEP) (STEP student liaison officer)
Chartered Institute of Taxation
Education & Qualification
Qualified as a solicitor in 2002
Recommended by Hayden
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.
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