I’m an Associate in Michelmores’ Tax, Trusts and Succession team. I advise both UK domiciled and non-domiciled individuals in relation to tax and estate planning, tax residency and domicile issues.
While much of my work relates to clients with international or offshore tax issues, I regularly advise clients in respect of their succession planning and draft associated Wills and/or trust documentation for them.
Recently, I have also been working with a number of clients with connections to the US and assisting them with their tax planning. This covers US based individuals with UK situs assets to UK resident beneficiaries of US trusts.
In addition to advising private individuals, I also provide advice to both UK and offshore trustees in respect of UK tax and trust planning.
I joined Michelmores in 2021 having previously worked at a Top 50 UK law firm and one of the Big 4.
Advising an offshore trust with UK resident beneficiaries in respect of winding up the structure in the most tax efficient manner.
Advising an individual on their residency status for a number of tax year, their tax liabilities for those years and dealing with the necessary tax compliance.
Advising a UK resident, US Citizen on the tax implications of various US family trusts.
Advising on IHT and CGT implications of a gift of residential property and availability of Private Residence Relief.
Supporting our Family team regarding the CGT implications of divorce and separation.