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
Changes to the “non-dom” regime which took effect from 6 April 2025 will significantly impact African individuals relocating to or already living in the UK. In the fourth instalment of our ‘Out of Africa’ series, Partner, Julie Howard and Associate, Annabella King explore how families and individuals can navigate the new rules – including the favourable four-year FIG regime and transitional reliefs – and highlight the importance of careful pre-arrival and ongoing planning.
Read more 5 min read 03 Jun 2025 A New Investor Visa – Why Now?The UK has a critical opportunity to restore its appeal to HNW individuals by reintroducing an investor visa route. In WealthBriefing, Immigration Partner, Zoe Jacob, argues that such a visa is essential to complement the new Foreign Income and Gains (FIG) regime and attract much-needed global investment.
Read more 2 min read 02 Jun 2025 Clare Stirzaker speaks at the Family Business UK Annual Conference 2025This Thursday at the Family Business UK Annual Conference, Partner, Clare Stirzaker joins James Wates at Wates Group to reflect on the core purpose at the heart of the Wates Principles and how family businesses can report authentically to build stakeholder trust.
Read more 6 min read 27 May 2025 Silver linings in replacement for UK non-dom regimeFollowing a flurry of criticism of the previous ‘non-dom’ tax regime, a new ‘foreign income and gains’ system is now being introduced. Senior Associate, Laura Cullinane suggests there may be a silver lining to this change, as it could encourage greater investment in the UK.
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