I am a UK Chartered Tax Advisor and Fellow Chartered Accountant. I have been working with high net worth families and their trusts for over 20 years.
I specialise in advising non-UK domiciliaries on personal tax and inheritance tax matters, and routinely advise US-connected clients on cross-border issues. I work closely with US Trustees with UK resident beneficiaries on mitigating double tax on distributions and to bring their UK tax affairs up to date where needed.
I joined Blick Rothenberg in 2018 upon their acquisition of my previous firm, Westleton Drake. Prior to joining Westleton Drake, I was a partner at a leading London private client firm of Chartered Accountants from 2008 to 2018, having initially started there as a trainee in 2000.
I enjoy finding practical solutions to the complex cross-border problems faced by US clients, their families and their Trustees. Understanding a client’s individual circumstances is important to me in providing bespoke advice as is building long-term relationships.
- US/UK international trust and estates advice
- Onshore and offshore trusts
- Succession planning
- Residence and domicile issues
Qualifications and positions of note
- Chartered Tax Advisor (CIOT)
- Fellow Chartered Accountant (ICAEW)
- Business and Finance Professional (ICAEW)
I am based at
City of London