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
STEP Caribbean Conference 2026
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
Double taxation remains an unresolved issue for UK residents holding investments through US LLCs. Private Wealth Partners, Laurence Morgan and Dom Rothbarth, and Senior Associate, Marie McCallum outline how conflicting UK and US tax treatments can lead to unfair outcomes and the grounds for optimism.
Read more 4 min read 13 May 2026 The Earned Settlement proposals – a unique opportunity for the tech sectorWhat do the Earned Settlement proposals mean for tech talent and hiring strategy? Partner and Head of Immigration, Zoe Jacob and Associate, Clemmie Smith outline how the shift to a contribution‑based model could reshape settlement timelines, costs and recruitment planning for the tech sector.
Read more 3 min read 13 May 2026 What is driving American interest in moving to the UK?Why are high net worth Americans increasingly looking to the UK for relocation and new opportunities? Following on from her insight in the Luxury Collective white paper, Partner and Head of Immigration, Zoe Jacob writes in WealthBriefing, exploring the key lifestyle, political and tax drivers behind this growing trend, alongside what it means for those considering short and long term moves.
Read more 3 min read 08 May 2026 5 misconceptions around BPR changes and minority shareholders
Does retaining control really mean minority shareholders won’t change the way a business is run? In Accountancy Today, Private Wealth Senior Associate, James Woods‑Davison outlines five common misconceptions and explains how legal protections, governance, and dispute risks often challenge assumptions around control, confidentiality, and financial exposure once minority shareholders are introduced following the April 2026 BPR changes.
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