Withers Worldwide

Overview

Penny focuses on estate planning for private clients in both the UK domestic and international arena. She is based in London after spending three years on secondment to Withers' offices in the US.

In her 18 years at Withers Penny’s client base is primarily within three main areas: ‘non-doms’ who are living in, or looking to relocate to, the UK; families living in the UK with US and UK issues who need help with their estate planning concerns; and international families who are looking for effective governance structures through which to organise the long term transition of wealth. In the latter context Penny’s client base is mostly located in Latin America.

Penny has worked with our US attorneys to develop a series of US/UK estate planning models designed to demystify the complex arrangements that are required to avoid potential double taxation.

‘..a keen intellect with a fantastic attention to detail..’ ‘..an absolute treat to work with.’ Citywealth 2012

‘consistently rated’
Legal 500 2011

Publications and speaking engagements

Penny is a regular speaker at Withers' seminars and at external events. Recent speaking engagements include:

• International Tax and Trust Congress (Barbados) March 2012
• British American Business Council of New England (Boston, USA) March 2012
• Lexis Nexis Webinar “Residence and Domicile Issues” February 2012
• STEP San Diego “US/UK Estate Planning Frequently Asked Questions” November 2011

Penny is on the editorial panel of Withers' Practical Trust Precedents and Withers’ Practical Will Precedents. She is also a contributor to Tolleys loose leaf publication 'Planning and Administration of Offshore and Onshore Trusts'.

Memberships

• STEP
• International Bar Association
• Law Society Tax Law Committee
• Chair of the Law Society's Capital Taxes sub-committee

On a personal note

Penny is a mother of three aspiring teenagers.