Areas of Practice
Track Record
Regularly advising non-UK domiciled individuals ahead of their move to the UK in relation to how they and their existing asset-holding structures will be subject to tax in the UK once they become UK resident
Advising a high net worth non-UK resident non-UK domiciled family in relation to the use of a trust for succession planning purposes
Advising a high net worth US national on the implications of spending more time in the UK, including on the UK treatment of trusts settled by him or of which he was a beneficiary and the application of the US/UK income tax treaty
Assisting a UK resident Swiss national with the establishment of a family office
Advising a long-term UK resident on the UK tax implications of becoming deemed domiciled for UK tax purposes
Advising Channel Islands trustees on the treatment of a trust established by a UK resident and domiciled settlor and the UK tax implications of winding up the trust
Awards & Rankings
Legal 500, Next Gen Partner, 2023 – 2025
Private Client Global Elite, Excellence, 2024
Chambers HNW, Up and Coming, 2023 & 2024
Legal Week Private Client Global Elite, Rising Leader, 2022
Legal Week Private Client Global Elite, Ones to Watch, 2017 – 2019 & 2021
Conference Speaking
STEP Seminar – UK-Spain Cross-Border Estate Planning, 2019
Education & Qualification
University of Birmingham
Recommended by Laurence
Partner, Laurence Morgan and Legal Director, David Lingham outline the long-awaited details of the proposed changes to the “non-dom” regime that were revealed as part of the Autumn Budget announced by Rachel Reeves on 30 October 2024.
Read more 7 min read 31 Oct 2024 Autumn Budget 2024: Private Client TaxationPartner and Head of Private Wealth, Hayden Bailey and Legal Director, Emma Haley detail the headline changes to personal taxation announced at the 2024 Autumn Budget on 30 October.
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.
Read more 4 min read 25 Oct 2024 The 100-Year-Old Founder CEOOn 25 October, Partner’s Hayden Bailey and Clare Stirzaker will lead a panel discussion at the 2024 FFI Global Conference exploring the challenges and opportunities of human longevity in reshaping succession planning for business families and how we must adapt the tools we use and advisory practices we employ to cater this paradigm shift in the working life of our client family members.
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