Areas of Practice
Publications
STEP’s manual, Advanced Certificate in UK tax for Offshore clients
Memberships
Society of Trusts and Estates Practitioners (STEP)
Education & Qualification
University of Warwick
Qualified as a solicitor in 2000
Recommended by Jenny
To mark IWD 2023, we spoke to a handful of staff and Partners from across the business to reflect on their experiences in the industry and how, together, we can forge an equitable and inclusive world.
Read more 7 min read 03 Mar 2023 Challenges For Multi-Generational Families Over SuccessionIn Wealth Briefing, Private Wealth Partner, Hayden Bailey reflects on a recent case involving one of the world’s largest family-owned enterprises. Hayden reinforces that no business should underestimate the care that is required for a successful generational succession and that such blueprints will allow future generations to confidently choose their own path while safeguarding the family legacy.
Read more 7 min read 02 Mar 2023 Ask an expert: Offshore trusts & trustee borrowingIn the Tax Journal, Senior Associate, Julie Howard considers the ways of funding distributions to beneficiaries from an offshore trust, some of whom are UK resident.
Read more 3 min read 15 Feb 2023 Succession Planning: cultural nuances & the next generationPrivate Wealth Partner, Clare Stirzaker is welcomed onto the Next Gen Talks podcast by Esiri Agbeyi, Partner, Private Clients & Family Business Leader at PwC to talk on the topic of succession planning looking particularly at cultural nuances and the next generation.
Read more