As a private client lawyer, I advise families on wealth and succession planning and provide UK tax and trust advice to individuals and trust companies based both within and outside of the UK. I assist a number of UK/European and UK/US clients and have particular expertise in dealing with tax and succession issues for family businesses and entrepreneurs.
My approach to wealth and succession planning is to provide a solution that is not only efficient but is workable when taking into account the personalities, resources and skills of the family members and advisors who will be instrumental in running the family enterprises going forward.
I am a trust expert and also advise on the use of family investment companies and partnerships as alternative family wealth and business holding structures.
In recent years and in response to client demand, I have been developing the knowledge and contact base to help families with their philanthropic goals. This covers advice on how to provide funding in the most tax efficient way but increasingly clients require guidance on the practicalities of funding their chosen project.
I have been listed as a Leading Lawyer, a Prominent Figure and Power Woman in the City Wealth Leaders List 2015.