I am an Associate solicitor in the Tax, Trusts and Estates team in London. I advise on all aspects of private client law with a focus on acting for high-net-worth individuals and trustees on estate planning, trust structures and taxation matters. I work with UK individuals and international families and trustees on estate planning, wealth structuring, and trusts to ensure tax efficiency.
I also assist with succession planning, including drafting bespoke wills for high-net-worth individuals and advising on other tax-related matters. This is usually in relation to safeguarding assets and wealth from creditors, matrimonial claims, and the application of succession regimes such as the forced heirship rules.
I'm experienced with relevant tax reliefs for individuals and trusts, such as inheritance tax business relief, agricultural property relief, and capital gains tax main residence relief.
The creation and setting-up of offshore trusts is another specialism of mine and I help beneficiaries and trustees of offshore trusts to ensure optimum tax efficiency.
I regularly work with international families, advising on residence and domicile issues including the statutory residence test or the taxation of UK residential and non-residential property owned by offshore structures.
I'm a member of the Society for Trust and Estate Practitioners (STEP) and have completed the STEP Advanced certificate on UK tax for international clients. I'm also currently studying towards the Chartered Tax Adviser (CTA) qualifications.
What is the most rewarding aspect of your role?
Being able to work with clients from all walks of life, getting to know them, their family background and delving into their cultures. Each client is different and by understanding each one of them individually, I am then able to manage their expectations and assist them with the appropriate estate planning, trust structures suitable for them and discuss any associated taxation matters.
What do you like about working at Irwin Mitchell?
The friendly atmosphere and working alongside lawyers who are experts in their fields.
What do you do away from the office?
I am a huge cricket fan so in my spare time (whether in the UK or abroad) I am mostly found watching cricket. I enjoy test cricket and I am excited by the challenge that you need to really score runs, stay in the wicket and continue for five days...
Unilateral relief—UK IHT, Lexis Nexis practice note