I lead the Private Client Team in the Midlands.
My primary role is to work with clients to preserve and safeguard family wealth.
I have extensive experience of advising trustees on UK tax issues including reviewing their distribution strategies and planning for the periodic 10 year charges. I also advise trustees of older 'A&M settlements' on tax matters when beneficiaries come of age and their interests vest or the trusts are to be wound up.
I work closely with our Tax Investigations team advising trustees and beneficiaries of offshore trusts how the various structures can be wound up, once all historic UK tax liabilities have been settled.