04 May 2020 - Article
Advised on and managed a successful application for NHS Determination Status in connection with the transfer of services and employees from an NHS department to a private company.
Advised on a significant liability management exercise for an international art gallery with a UK defined benefit pension scheme open to future accrual.
Advised a Greece-based group on its UK pensions obligations relating to historic membership of a UK defined benefit pension scheme, including in relation to equalisation of normal retirement dates as between men and women, and liability management.
Advised the trustees of a Jersey-based international pension plan on the tax implications (including capital gains tax and inheritance tax) of the scheme holding shares in an overseas company which in turn held assets include a UK residential property acquired while the scheme’s beneficiary was non-domiciled in the UK.
England and Wales, 2010
STEP, full member
Association of Pension Lawyers
IBC conference, December 2017 - Pension death benefit and succession planning
Withers pensions forum, 2017 - Pension transfers
Me in a minute
I enjoy not knowing what each day may hold, and often applying my mind to issues that I haven't previously had to consider
Before joining Withers I was a corporate pensions solicitor. I enjoyed the academic challenge and rapid pace of change that comes with being a pensions lawyer, but found myself increasingly drawn to being involved in my clients’ lives, and to advising on a personal as well as business level. Blending wealth planning with pensions seemed the perfect solution. The significant changes to pensions in 2015 has meant that a person’s pension can now be used in many different ways when estate planning; a legal area which is new, exciting and in its early stages of development.
My role allows me to act for individuals, charities, trustees and companies, and offers a hugely varied work-life. I enjoy not knowing what each day may hold, and often applying my mind to issues that I haven’t previously had to consider. Helping clients to find solutions to their problems is incredibly rewarding.
Outside of being a lawyer, I’m a mum, wife, passionate horse-rider, volunteer, Francophile, avid fan of Coronation Street, and keen baker.