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About

I specialise in tax efficient succession planning for domestic and international clients, as well as cross-border trust administration and probate work.

I am an associate in the Private Client and Tax team.

My experience includes assisting with complex succession planning and advising on trust and estate administration for domestic and international high net worth individuals.

I studied at Durham University followed by the University of Law. I completed my legal training with Fladgate in 2016 and qualified into the Private Client and Tax team in 2018.

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Expertise

Trust & Tax Planning

Experience

  • Regular estate planning, including the drafting of Wills, trusts and Lasting Powers of Attorney for HNW individuals and their families.
  • Advising on the UK Statutory Residence Test.
  • Complex probate and estate administrations with international elements.
  • Establishing charities and registering them with the Charity Commission in England and Wales and HM Revenue and Customs for tax purposes.

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