New York, 2008
‘Where should a global nomad pay tax?’, Financial Times - 1 September 2016.
‘Philanthropy – no good deed goes unpunished’ (co-authored), Offshore Investment - July/August 2015.
‘What will be our UK/US tax liability on house sale?’, Financial Times - February 2015.
‘Charitable giving in the UK and EU - a step beyond the border’ (co-authored), Offshore Investment, Issue 208 - July/August 2010.
‘Something to declare’ (co-authored as Jaime Becker), American in Britain - Winter 2009/2010.
Philanthropy Impact Training and Accreditation Committee
‘US tax policies proposals’, Withers seminar, February 2020
‘Legacy Labyrinth’, Withers seminar, January 2020 __
‘Attitudes to Wealth’, Withers conference - September 2019
‘Philanthropy’ (co-presented with Clive Cutbill), 26th Oxford Offshore Symposium - September 2016
‘Regulation and The Foreign Account Tax Compliance Act’, 24th Oxford Offshore Symposium - September 2014
I work primarily for US people living in the UK (like me) whose lives involve varying degrees of complexity
I really enjoy the collaborative nature of what I do, whether it’s estate planning or philanthropy or trust structuring. I am very familiar with the cross-border issues that our clients face and I work closely with my UK, Russian and Italian colleagues (among others) to come up with innovative solutions that work across multiple jurisdictions. My clients’ lives are complex and my job is to help make things a little less complicated for them.