I specialise in advising high net worth individuals, entrepreneurs and business owners on a wide range of tax and wealth planning matters spanning pre-immigration planning, residency and domicile rules, international tax and UK wills and estate planning.
I qualified as a solicitor in 2019 into a leading London private client practice before joining Fladgate as an associate in the Private Client and Tax team in 2022.
I advise on a wide range of private client matters for HNW and UHNW resident non-domiciliaries, UK and international trustees and domestic clients.
My practice encompasses UK and offshore tax, succession planning, trust and estate administration, often with a cross-border element, wills and lasting powers of attorney.
I am an associate member of the Society of Trust and Estate Practitioners.
We support high net worth individuals and families, both in the UK and internationally, in identifying and then implementing the arrangements that best suit their individual needs.
We provide an efficient and comprehensive service on all matters relating to the planning and administration of estates, wills and taxes.READ MORE
Our experience in the fields of trusts and tax planning enables us to deliver practical and intelligible solutions to wealthy and landed families and, more recently, successful entrepreneurs and businesses.READ MORE
Our expert tax team use strong relationships with specialist tax advisers in other jurisdictions to provide a fully integrated service for international clients and advise on transactions with an international dimension.READ MORE
- Advising on the unwinding and restructuring of an offshore trust structure for a former UK domiciliary and their non-domiciled spouse in preparation for their return to the UK, including winding up existing offshore trusts and the tax-efficient transfer of assets to newly incorporated offshore companies.
- Advising on complex SDLT issues and structuring of the purchase of multiple residential units within a new development.
- Advising a HNW UK resident and domiciled individual on their wealth and estate planning, including preparation of complex discretionary wills, creation of lifetime trusts and ongoing advice and administration of existing settlements and a charitable trust.
- Advising a resident non-domiciled family on significant historic tax liabilities and rectifying their position with HMRC under the Worldwide Disclosure Facility.