- Education: Oxford University, B.A. (Hons) Physics and Philosophy
- Admitted: England & Wales, 2008
- Languages spoken: German
- Year joined: 2006
Claire advises clients on a range of wealth planning matters impacting successful individuals and their families. She advises high net worth individuals in respect of their tax, trust and estate planning, including clients who are either non-UK domiciled or non-UK resident, or both. Claire advises in respect of pre-residence planning for clients who are intending to become UK resident, in particular regarding planning as to which assets should be available to bring onshore and assets to be left offshore in order to mitigate tax. Claire also advises on appropriate holding structures for UK property for non-resident or non-domiciled individuals, considering the interaction of the various taxes which may impact on such structures – the new ATED, inheritance tax, capital gains tax, income tax and stamp duty land tax.
Claire also has a strong practice in advising UK resident and domiciled individuals in respect of their estate and lifetime tax and succession planning, to include the preparation of Wills, Nil Rate Band and Life Insurance Trusts, Lasting Powers of Attorney and Living Wills and advising on the tax and practical implications of passing assets down to the next generation during clients' lifetimes.
In particular, Claire advises owners of UK landed estates and rural property on the tax and succession issues which impact families or trustees whose principal assets are land, where business and agricultural property relief are particularly relevant. This work often involves the incorporation and maintenance of appropriate holding structures, for example Farming Partnerships and Private Trust Companies to act as trustees of trusts owning estates.
Claire also advises trustees of onshore and offshore trusts which hold wealth for both UK-based and international families. This involves the creation and maintenance of holding structures, which often include various levels of offshore and onshore trust and corporate entities, and detailed drafting of trust documentation and corporate constitutions. This work is often carried out through liaising with multi- and single-family offices which look after a family's affairs.
Much of Claire's work involves discussing with clients their views on philanthropy, governance and succession and the introduction of the next generation to the family's wealth. This often includes considering at what age the next generation should be given information regarding the family's wealth, when they should receive assets or income flows and when they should begin to play a role in managing the family's wealth and preserving it for the next generation.
In September 2015, Claire was named as one of eprivateclient’s top 35 private client professionals under the age of 35.
Publications and speaking engagements
- Speaker, IBC Seminar on Changes to Owner Managed Business Taxation (October 2015)
- Speaker, Lexis Nexis panel forum on the Future of Offshore Centres (September 2015)
On a personal note
Out of work Claire enjoys music and theatre, and is a pianist and a keen member of a City choir. She enjoys unwinding through spending time out in the fresh air and yoga, preferably together!