Areas of Practice
Track record
Advised a billionaire financier and philanthropist on UK tax and wealth structuring advice.
Advised a leading entrepreneur in relation to the UK tax implications of multi-billion-dollar contentious trusts.
Advised a group of private equity professionals on the UK tax implications of their participation in multi-billion-dollar European funds.
Advised the Protector of a multi-billion-dollar dynastic trust with a complex restructuring and family governance exercise.
Advised the divorcing spouse of a billionaire financier with their offshore wealth structuring and asset protection objectives.
Advised international families with their UK tax planning in connection with the abolition of the ‘non-dom’ regime.
Awards & Rankings
2025 eprivateclient NextGen Leader
Conference speaking
STEP Bermuda Conference, 2023 and 2025
Publications
AlphaWeek: Carry under Labour: Private Equity Professionals Beware! – 2024
Tolley’s Administration of Trusts – 2023-24 (contributor)
Memberships
Society of Trust and Estate Practitioners
The Law Society
The Bermuda Bar Association
Education & Qualification
University of Exeter
Qualified as a solicitor in 2021
Recommended by Will
Immigration Partner, Zoe Jacob provides clear guidance for dual British citizens on the stricter UK entry requirements coming into force on 25 February 2026. She highlights what documents will be needed, how to avoid travel disruption and what to do if urgent travel is required.
Read more 4 min read 12 Feb 2026 The new £2.5m BPR allowance: Opportunities and shareholder risksCould restructuring your options for shareholdings help you unlock the new £2.5m BPR allowance, or create new risks? In Business & Accountancy Daily, Private Wealth Senior Associate, James Woods‑Davison explains that while the increased allowance offers inheritance tax opportunities, having multiple minority shareholdings can expose businesses to governance pressures and unfair‑prejudice claims. Strong governance and clear decision‑making are essential to protect long‑term value.
Read more 3 min read 03 Feb 2026 Andrea Zavos speaks at Trusts and Estates Litigation ForumSenior Partner, Andrea Zavos will speak at the Trusts and Estates Litigation Forum on a panel exploring the evolving challenges facing trustees during periods of uncertainty. The session will highlight key emerging risks – including criminal investigations, privacy issues, governance failures and recent contentious decisions in Guernsey and Liechtenstein. She will be joined by Basil Zirinis, Johannes Gasser and Simon Davies.
Read more 3 min read 28 Jan 2026 Leaving a lasting impact: The adviser’s role in guiding clients toward meaningful legaciesIn her guest blog for Remember A Charity, Private Wealth Partner Clare Stirzaker reflects on how philanthropy is becoming an increasingly thoughtful part of wealth planning. She shows how advisers now help clients frame their values and long‑term intentions, moving beyond a purely technical approach. Clare also emphasises that impactful giving relies on coordinated thinking across the advisory landscape, where legal, financial and investment professionals work together to support clients in shaping purposeful, well‑rounded legacy plans.
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