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 the Financial Times Private Wealth Partner, Julie Howard, analyses the impact of the updated non-dom tax regime on those UK resident domiciled overseas.
Read more 5 min read 09 Jan 2025 Navigating philanthropy in the Global SouthLast year, we hosted a thought-provoking panel discussion looking at how philanthropists can navigate the Global South and have a big impact with their charitable giving. Hosted by Private Wealth Partner, Clare Stirzaker, the discussion was enriched with some leading philanthropy experts Clare Woodcraft, Jamie Fyleman, Jean Sattijo Tanudjojo, Kamal Munir, Dr Nitya Mohan Khemka and Sonal Shah. Where together, they explored case studies along with learnings from the new book ‘Reimagining Philanthropy in the Global South’.
Read more 5 min read 02 Dec 2024 Remember A Charity launches wealth adviser committeeRemember A Charity has announced it has set up a committee of wealth advisers to build expertise within the advisory profession and to champion and promote legacy giving amongst high-net-worth clients, where Clare Stirzaker assumes the role of Committee Chair.
Read more 5 min read 25 Nov 2024 The role of family businessesToday marks the start of ‘Family Business Week’ – a week-long celebration highlighting the vital role family-owned businesses play in shaping and supporting their local communities, economy, and natural environment. Led by Family Business UK, the 4th annual celebration runs from 25 – 29 November and shines a light on the amazing work of family businesses and their leaders across the country, ensuring the contribution they make to our economy and communities is recognised and celebrated.
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