About
My expertise includes advising on asset-holding structures, guiding clients through complex decision-making to ensure their objectives are met.
For those contemplating a move to the UK, I provide strategic counsel on organising their affairs for optimal benefit, for themselves and their family members. Within the UK, I serve as an adviser to numerous families and their trusts, providing comprehensive private client advice covering estate planning, planning for incapacity, succession, and probate.
In my role as a trusted adviser and often as a trustee, I am committed to delivering solutions that not only meet immediate needs, but also establish a strong foundation for future generations.
If you are seeking guidance on estate planning, wealth structuring, or charity-related matters, I am here to offer my expertise and support.
I am admitted to practise in England and Wales.
Experience
- Pre-arrival planning for individuals and families considering becoming UK resident
- Advising on the changing tax position of “non-doms”
- Major trust reorganisations involving multiple entities and jurisdictions
- Family succession arrangements, typically involving a variety of structures, including trusts and foundations
- Complex, high value probates
