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Penny is a consultant in the private client and tax team.
She 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 23 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 is part of Withers' US/UK team in London and has developed US/UK estate planning models designed to demystify the complex arrangements that are required to avoid potential double taxation for families with US and UK connections.
Penny was one of just three Family and Private Client lawyers to be listed in The Lawyer's Hot 100 2015, a report which listed individuals working at the forefront of their practice areas.
Recent recognition
Experience
Track record
Swiss family office
Advised a Swiss family office on the structuring of investments in UK commercial real estate - working within a multi-disciplinary team of colleagues with expertise in commercial real estate, corporate law and banking law to structure and document the funding arrangements to avoid triggering a taxable remittance to the UK by the principle.
Families and trustees
Advises families and trustees on the steps to take prior to the non-dom reforms, particularly in relation to trusts established by individuals who became deemed domiciled for all tax purposes on 6 April 2017.
Talks
Withers webinar 'What's next: 2021 foresight for individuals with US-transatlantic ties' - December 16, 2020
STEP Caribbean Conference - April 2016
STEP Caribbean Conference - May 2015
Lexis Nexis webinar 'Private Client Tax' - 15 September 2014
Lexis Nexis Conference London 'Private Client Tax: Latin America' - November 2012
STEP New York 'US Breakfast Briefing' Withers LLP - October 2012
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
Insight
External publications
Co-author of The Guide to US/UK Private Wealth Tax Planning (2nd edition), Bloomsbury, July 2016
Navigating the Treacherous Tax North Atlantic: Aspects of Anglo-American Estate Planning, Chapter 18, ABA's Updated Guide to International Estate Planning - November 2013, co-author
'Planning and Administration of Offshore and Onshore Trusts', Tolleys loose leaf publication, contributor
Admissions
England and Wales, 1990
Education
University of Liverpool, LL.B (Hons)
Languages
- English
Memberships
The Society of Trust and Estate Practitioners (STEP)
Former member of Law Society's Tax Law Committee
Former Chair of the Law Society's Capital Taxes sub-committee
Key dates
- Year joined: 1994