Areas of Practice
Conference Speaking
Butterworth’s Wills and Probate Conference on the transferable nil rate band
Personal Finance Society Seminar on nil rate band planning
Presented a series of courses for IIR/IBC on Inheritance Tax and Estate Planning
Publications
Co-author of the STEP manual on Financial Services (Trusts & Estate Planning)
Co-author of STEP’s manual for the Advanced Certificate in UK Tax for International Clients
Writer for Tolley Guidance and Lexis PSL on inheritance tax aspects of lifetime planning, trusts and Wills
Memberships
Society of Trust and Estate Practitioners (STEP)
Law Society’s Capital Taxes Sub-Committee
Education & Qualification
University of Hull
Qualified as a solicitor in 1993
Recommended by Emma
In this episode, Partner, Clare Stirzaker is joined by Karen Greenshields, Managing Director of Technical and Environmental Services at GAP Group and Neil Davy, CEO of Family Business UK to discuss the flexibility that being a family business provides in comparison to their public company counterparts and the importance of having ‘the right people on the bus and in right seats’.
Read more 6 min read 18 Nov 2024 Bridging the wealth gap in giving – encouraging HNWIs to increase charitable contributions
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Read more 9 min read 31 Oct 2024 Autumn Budget 2024: Business & Property TaxationPartner, Andrew Loan and Associate, Will Timbrell detail the headline changes to business and property taxation announced at the 2024 Autumn Budget on 30 October.
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