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.
I am a partner in the private client department at Fladgate. I advise UHNW/HNW individuals, families and trustees on tax and wealth planning. I have particular expertise in advising clients on corporate and trust structuring, including for holding international assets, business interests and real estate, and for succession planning purposes.
Before moving into private client, I spent 10 years working at global law firms, advising large corporates, funds and financial institutions on tax. With this experience, I am uniquely positioned to advise my clients on all aspects of personal and business taxation, both UK and international.
The majority of my clients are entrepreneurs with many demands on their time. They need me to anticipate problems, act quickly and provide solutions.
As well as advising on long-term structuring and succession planning, I work closely with Fladgate’s real estate, litigation, immigration and corporate teams to ensure that all of my clients’ legal needs are met.
I am passionate about Inclusion and Diversity and I am proud to take a leading role in championing I&D within Fladgate.
Helen Cox stands out – as well as being an excellent private wealth professional, she also acts as a focal point for the various practice areas that we work with and is able to pull people in to matters as and when new topics come up.
I work often with Helen Cox and her wider team, as well as Mark Spash. They are very knowledgeable and pragmatic – something which goes a long way working with entrepreneurial clients. The feedback I get from clients where we work together is always excellent and I would have no hesitation in recommending them.
She is really bright, she is really technical and she is great at both tax and legal matters.