21 December 2017
Trust and estate planning for UK resident but not domiciled clients with assets in numerous jurisdictions - dealing with the different rules which apply in common and civil law jurisdictions always throws up challenges.
Negotiating disclosures under the Liechtenstein Disclosure Facility (LDF) for clients with complex offshore structures - sometimes working in tandem with US qualified colleagues when the client also needed to make a voluntary disclosure in the US.
Advice regarding UK residence and domicile in the light of the changing rules.
England and Wales, 1983
Practical Will Precedents and Practical Trust Precedents, Sweet and Maxwell
Foreign Assets chapter of Tolley’s Administration of Trusts
Lobbying the Government and Revenue authorities in relation to topics such as the tax regime for non-domiciled UK residents
Society of Trusts and Estates Practitioners (STEP)
STEP Cross Border Estates Group
STEP Technical Committee (former chair of the committee)
Trusts Law Committee
Lectures widely for STEP, LexisNexis and other organisations on trust drafting, personal tax and international issues
Lectured on the UK taxation of individuals and trustees on Masters courses at Neuchatel and Lausanne Universities and on the drafting of trusts at the University of Liechtenstein
Me in a minute
Early successes included getting my school shut down because the building was too cold
I decided to become a lawyer when I was 8 because I enjoyed the Perry Mason series on television. Early successes included getting my school shut down because the building was too cold and calling inspectors into the kitchens at my college.
I think this must have satisfied my urge for litigation, as I knew as soon as I started work in a wealth planning team that I wanted to help individual clients fulfil their goals, whether that was setting their children up in life, structuring their businesses efficiently or reassuring them that their affairs were in order as they became less capable of looking after them in later life. A career in wealth planning has also meant I have been able to further my interest in the use of clear language when drafting documents (I have worked on the industry standard trust and wills precedent books which we produce for the last 23 years).
7 years ago I got the chance to work in our Swiss offices, initially in Geneva and then in Zurich. This meant I had the chance to improve my French and German as well as getting exposure to the world of Swiss banking. It also gave me the opportunity to help UK taxpayers whose Swiss accounts had not been properly declared to put things right - which was a very interesting and different experience.
My outside work interests mostly focus round classical music and opera - I am a regular at the Wigmore Hall and a trustee of The London Handel Society which puts on a festival of baroque music every spring.