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 – 2022
Chambers HNW, Ranked Individual, 2019 – 2021
Recommended Tax Lawyer in the Spear’s Tax & Trust Index, 2021
Tatler HNW Address Book 2020, Specialist in Tax & Trusts and Founding Partner
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 & 2021
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
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