I have specialised in international and UK tax and estate planning, including personal and trust taxation, for over 30 years. I work principally with international individuals and families and the trustees of their trusts to help them manage the family wealth.
I aim to build long term relationships with clients and provide ongoing advice to ensure that their planning arrangements continue to be advantageous as the family’s circumstances and needs, and the applicable tax rules, evolve.
In particular I focus on tax and estate planning for non-UK domiciled clients, especially those with a US connection. This involves all aspects of offshore and onshore trusts and wills and the remittance basis of taxation.
I also advise increasingly international client families on cross border tax and legal matters and the mitigation of double taxation as well as tax efficient charitable giving.
I apply my trust expertise to trusts used in the commercial as well as the personal context including employee benefit trusts, “disguised remuneration”, unit trusts and pension schemes.
I have been a member of STEP since its inception and am a member of the Law Society’s Tax Law Committee. In this role, I regularly engage with HMRC on policy and new legislation in the offshore and non-domicile field. In addition I regularly lecture and write articles on a variety of tax and trust matters.
I combine my practice with sitting as a Judge of the First Tier Tax Tribunal which gives me an insight into the operation of the tax system in a practical context.