Obtaining UK tax recognition for a German family foundation.
Advising a private bank on its philanthropy offering.
Restructuring a group of family charities in light of changing activities and family dynamics.
Advising US, European and Australian educational institutions on tax-efficient cross-border giving and study abroad.
Establishing a US-UK dual-qualified family philanthropic vehicle for a UK resident non-domiciliary founding donor.
Advising a UK philanthropist on the structuring of a UK/French charity to receive valuable French assets tax-efficiently on death.
Advising a family foundation on involving the 'next generation' in the family philanthropy.
Advising a major US museum on the establishment of a UK affiliate.
'Next Generation Philanthropy,' The Philanthropy Programme seminar (September 2017)
'Innovative Solutions for Philanthropy,' Philanthropy Impact and Maverick Collective Roundtable (Chair) - (September 2017)
'Practice Note: The Common Reporting Standard,' Practical Law (August 2017)
'Charities & the move to tax transparency,' Offshore Investment (July 2017)
'Legal and Tax Matters for fundraisers,' CASE Graduate Trainee Scheme training session (June 2017)
'Launch your giving journey,' Charities Aid Foundation and Saunderson House Roundtable (June 2017)
Charities and Transparency Regimes - Withers Charities Review of the Year (January 2017)
'Philanthropy and Anti-terrorist financing regulation,' STEP Philanthropy Half Day Conference, London (November 2016)
'Common Reporting Standard and Charities,' Charity Law Association Members' meeting , London (November 2016)
'Philanthropy roundtable,' Private Investor: Russia and CIS conference, London (October 2016)
'Philanthropy and charitable giving,' IBC Wealth conference, Cayman Islands (October 2016)
'Tax and legal issues for fundraisers,' CASE Graduate Trainee Scheme (June 2016)
'Legal Update - including tax,' Charity Law Association Annual Conference - (October 2015)
‘Giving Across Cultures,' CASE Europe Annual Conference - (September 2015)
'Individual and Business Giving in an international context,' British-Swiss Chamber of Commerce Roundtable - (February 2015)
'Structuring International Charities: Theory and Practice,' Russian Wealth Advisors Forum Zurich - (February 2015)
'The role charity can play in the family business,' Tax & the Family Business - (November 2014)
'Family Foundations: Legal and Tax Issues,' Philanthropy Impact Roundtable - (July 2014)
'American Philanthropists in Europe,' Philanthropy Impact Roundtable - (June 2014)
‘Giving Across Cultures,' CASE Europe Annual Conference - (August 2013)
‘Tax issues for fundraisers,' CASE Graduate Trainee Scheme - (June 2013)
‘The 10% inheritance tax rate and maximising your return', Legacy Labyrinth - (January 2013)
The Philanthropy Programme - Panel: 'Is the future of philanthropy bright?' - (November 2012)
'Fundraising law update', Charity Law Review Conference 2012 - (September 2012)
'Philanthropy as a part of Wealth Planning', European Association of Philanthropy and Giving (May 2012)
'Key Tribunal decisions in 2011', Charity Law and Practice Conference 2011 - (December 2011)
'Cross border giving: still a challenging area for philanthropists and advisors', European Association of Philanthropy and Giving - (October 2011)
