Areas of Practice
Private Client, International Wealth Planning, Trust & Succession Planning, Family Business, International, Wills & Lasting Powers of Attorney, Probate & Administration of Estates, Tax & Advisory, Entrepreneurs, Trusts & Divorce, Charities, Philanthropy & Non-Profit, Heritage Property and Art, Landed Estates
Track Record
Acting for a UK resident foreign national on his relocation to Switzerland including advising on the UK tax implications of dismantling an existing structure and creating a new Swiss structure, working with lawyers in Switzerland and other relevant jurisdictions
Acting for a UK family and advising in relation to several significantly valuable UK trusts, their governance and the legal and tax aspects of their investment strategy
Acting for a European family with significant business interests both on the continent and in the UK, advising on estate planning, the family trusts and the proper holding structure to ensure the continuance of the business down the generations
Acting in relation to the variation of a family trust holding the largest shareholding in a substantial property business
Memberships
Chartered Institute of Taxation
Education & Qualification
Magdalene College, Cambridge
Qualified as a solicitor in 1994
Chartered Tax Adviser (CTA)
Recommended by Matthew
How will the end of the UK’s non-dom regime impact internationally mobile individuals? Private Wealth Partner, Laurence Morgan explains the new four-year FIG regime in TL4 HNW Magazine – Next Gen Wealth edition, outlining who qualifies for it and the practical tax implications that may follow.
Read more 4 min read 10 Oct 2025 60 seconds with Tom McPhail in the TL4 HNW Magazine – Next Gen Wealth editionGet to know Private Wealth Disputes Senior Associate, Tom McPhail! In ThoughtLeaders4 HNW Magazine – Next Gen Wealth edition, Tom shares some of his goals and inspirations in a short Q&A.
Read more 3 min read 09 Oct 2025 Will Finnerty speaks at STEP Bermuda ConferencePrivate wealth associate, Will Finnerty, will be speaking at the STEP Bermuda Conference on Thursday, 16 October at 2:55pm ADT as part of the session “Around the world – cross-border planning in context.” He will be joining Charlie Maydon Grace of Macfarlanes and Nicholas Heuer of Katten Muchin Rosenman to discuss key issues in cross-border wealth planning for transatlantic families.
Read more 2 min read 08 Oct 2025 Mark Lindley speaks at Cambridge Forums on International Wealth DisputesMark Lindley, Private Wealth Partner, will be speaking at the Cambridge Forums International Wealth Disputes Conference. The event brings together leading lawyers and trust experts from around the world to discuss emerging trends and challenges in advising high-net-worth international families.
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