Caroline is special counsel in the private client and tax team.
She advises on a wide range of trust issues, tax and estate and succession planning, including governance issues. Caroline's work has a particular focus on multi-jurisdictional trust structuring and pre-UK residence planning for non-UK clients. Caroline works regularly with the firm's US lawyers advising clients with US and UK issues. She also advises trustees on a wide range of fiduciary and related issues.
Track record
Asset holding structures
Complex asset-holding structures for a major Middle Eastern business family.
Trust issues from commercial lending arrangements
Trust issues arising from significant commercial lending arrangements by fiduciaries.
Insight
External publications
6th Edition of McCutcheon on Inheritance Tax, Part 4 'The International Dimension', Contributor
'Practical Guide to US & UK Private Wealth Tax Planning', Bloomsbury
Admissions
England and Wales, 1985
Education
Kings' College London, B.A. (Hons) History
Languages
- English
Memberships
Society of Trust and Estate Practitioners (STEP)
Law Society
Key dates
- Year joined: 1998