I am a Partner and Head of Tax.
I specialise in private client matters: trusts, tax and estates, in addition to assisting with the management of individuals’ business interests: existing clients include high profile, high-net-worth, individuals.
I work with individuals, established, and growing, businesses; sometimes private-equity backed, and full sized regulated companies.
I have advised on business acquisitions, disposals, succession planning, and partnership agreements for equity owners. I am a trusted adviser and provide support to individuals on private family matters; probate, business, tax & estate planning (specifically tax advice on capital gains, IHT and trusts).
I am a trusted, independent Board Director on UK Companies, including for subsidiaries of overseas international groups.
News and Insight
Tax
New restrictions will limit the ability of family business owners to pass their business to the next generation.
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Trusts are an effective and flexible tool for estate planning, but they require careful planning and a clear understanding of the tax implications.
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Find out how AI is helping streamline due diligence for M&A activity relating to property-rich companies, particularly with regard to tax laws.
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Private Wealth
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New restrictions will limit the ability of family business owners to pass their business to the next generation.
...Read more
Misconceptions persist around second marriages, including what will happen to your children from earlier relationships.
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Trusts are an effective and flexible tool for estate planning, but they require careful planning and a clear understanding of the tax implications.
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Having a power of attorney in place means that your spouse, adult child or someone that you trust can make decisions on your behalf and
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AI-generated wills come with significant risk. Head of Private Wealth Rhea Rhugani explains the pitfalls and potential costs.
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In the second in our Myth Busters series, Colin Glass (Partner in our Private Wealth team) looks at the misconceptions that persist around gifting your
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Part 1 of our Private Wealth “Myth Busters” series will set you straight, starting with explaining the truth about who will inherit your estate if
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Individuals who are worth suing usually have their business interests and their assets in more than one jurisdiction. However, the jurisdiction adjudicating a dispute may
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The protection of the capital investment in a property is often left to chance. Head of Family Susie Barter explains how you can protect yourself.
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