New Quadrant Partners
With more than a decades’ experience advising individuals, trust companies, families and businesses on all aspects of trust law, personal tax planning and wealth and succession planning, Aimee has a strong focus on offshore and multi-jurisdictional issues. She was promoted to partner from senior associate in May 2017. Aimee is a dual qualified solicitor in New Zealand, England and Wales and was named an eprivateclient Top 35 Under 35 in 2015. Her particular expertise lies in the use of alternative family wealth structures, such as the use of partnerships and companies for family investment and succession. She advised on and established New Quadrant Partners’ first family investment company in 2014 and has since worked on a number of other family investment companies, regularly presenting to other firms on the topic.
Alexandra works in Boodle Hatfield’s family and private client and tax departments and has experience in all aspects of family law, including divorce, the resolution of financial issues and the arrangements for children following the breakdown of a relationship, often involving high net worth individuals and matters with an international element. She also advises in connection with contentious trust and estate matters, including challenges to the validity of wills, claims for breach of trust, claims under the Inheritance Act 1975 and applications to court for directions on behalf of executors. Since the beginning of her career, Alexandra has had articles published in eprivateclient, The Telegraph, The Times and various other publications.
Solicitor, Senior Manager
At PwC, Alice works in the private client private business team where she advises ultra-high net worth clients on their private wealth, corporate structures and succession planning. She forms part of the new PwC team for a group of high profile clients held through a complex trust structure. She was named an eprivateclient Top 35 Under 35 last year. One nominator describes Alice as “one of the best private client lawyers I work with”. Prior to joining PwC, she was a solicitor at Harcus Sinclair for just over two years, and assistant vice president, wealth advisory, at Barclays before this. Her experience has given her a broad range of knowledge and skills, and the nominator added that Alice “has shown a real tenacity and entrepreneurialism since joining PwC and didn’t hesitate to agree to become a practising solicitor again with me, which took courage and visions”.
Alice joined Stephenson Harwood in December 2016 from Collyer Bristow, where she was a senior associate in the tax and estate planning team. She has experience in all aspects of private client work with a particular focus on cross-border tax and estate planning for domiciled and non-domiciled clients. In addition, Alice is highly experienced in providing advice on dynastic planning including wills, trusts and probate matters. She acts for a range of individual and institutional clients in various jurisdictions including advising trust companies, charities and high-profile individuals. She is a member of the Charity Law Association as well as a member of the Chartered Institute of Taxation. She was named an eprivateclient Top 35 Under 35 last year. A nominator said Alice is “widely recommended by clients and referrers for her practical commercial solutions and clear advice”.
Anna joined Boodle Hatfield as a trainee and now takes the lead on substantial UK family trusts, providing advice to wealthy individuals on their complex wills and estate planning. She has been involved in several applications to large and complex trusts under the Variation of Trusts Act 1958 since qualifying in 2011. Though these applications are relatively uncommon, Anna as built up an expertise in this area. Her recent projects have included advising on and preparing wills for clients with cross-border issues, providing advice on a high net worth individual’s residence and domicile status and advising on lasting powers of attorney for a donor with complex capacity issues.
Irwin Mitchell Private Wealth
With much experience in contentious trust and probate work, Ashleigh frequently undertakes a full range of matters including high-value claims under the Inheritance Act 1975, contesting or defending the validity of wills and trust mismanagement matters. She has handled matters relating to UK assets and estates for clients based in Switzerland, Australia and the US among others and is an ‘integral’ member of the will, trust and estate disputes team at Irwin Mitchell Private Wealth. Ashleigh is also a Dementia Friend with the Alzheimer’s Society and is to begin working towards her ACTAPS qualification. Additionally, she is a member of the Birmingham Professional Services organisation, was previously a committee member of the Junior Lawyers Division, and set up the St Luke’s Hospice Young Ambassadors Committee and Network in Sheffield.
Head of Russian Private Client and Tax
Working primarily with Russian clients in the private client and tax team, Ayshat is a dual qualified associate in Russia and the UK and a ‘key member’ of the Russia and CIS team at Withers. She has more than a decades’ experience in international tax consulting for ultra-high net worth individuals and wealthy families from Russia and the CIS. She advises private clients on Russian, UK and international cross border complex tax and wealth planning issues. One nominator said Ayshat “has the ability to combine technical expertise with a commercial outlook and a great deal of forward thinking to achieve results for her clients. She also has the vital ability to explain extremely complex matters in a client friendly manner”.
Payne Hicks Beach
Caroline works in the private client department, advising on a range of issues relating to personal tax, trusts, wills and estate planning for UK and international individuals, families and trustees. She also advises on matters of domicile and residence, particularly in the context of planning for UK resident non-UK doms and individuals moving either to or from the UK. She also has experience advising on charity matters. Caroline qualified in March 2012, joined Payne Hicks Beach in May 2016, and was promoted to associate in June of this year. She was named an eprivateclient Top 35 Under 35 in 2016.
Senior Tax Manager
After three years as a surveyor, Catherine joined KPMG’s private client team in Bristol as a graduate trainee. She was promoted to senior tax manager in October 2016 and is a Chartered Accountant and a Chartered Tax Adviser, with experience in all aspects of private client work. Catherine’s particular focus is on tax services to ultra-high net worth individuals and family offices where she has primary responsibility for running KPMG’s Business Plan and is a regular speaker at external and internal events. She also helps to build KPMG’s family business consulting practice in the South West and provides tax advice to start-ups through the firm’s collaboration with Entrepreneurial Spark, a NatWest funded ‘people accelerator’ for early stage and growing ventures.
Claire advises on all aspects of family law, with particular expertise in complex matrimonial finance cases and children disputes including the financial consequences of relationship breakdown and difficult issues involving children. She strives to take a ‘conciliatory and constructive’ approach to lessen the impact of life changing matters. Having joined Cripps as a trainee nine years ago, she reached associate level in May 2017. A client said of Claire: “I was struck by the amazing organisation and tenacity that Claire’s work shows. I am astonished at Claire’s attention to detail, efficiency, creativity and the way she acts immediately when a deadline has to be met by us or the other side has allowed to pass.”
Maurice Turnor Gardner
Claire, who was also a 2016 eprivateclient Top 35 Under 35, concentrates on advising trustees, financial institutions and high net worth individuals on multi-jurisdictional wealth planning strategies and investment structures. This involves complex cross-border structures and international tax and trust issues. She has much experience in advising entrepreneurial high net worth individuals from the high-growth economies in relation to pre-immigration planning strategies and advising the trustees of offshore structures on UK tax issues. Furthermore, Claire has been heavily involved in advising non-doms on the implications of the proposed reforms. She has experience in drafting wills, lasting powers of attorney and advising on the inheritance tax implications of passing assets to the next generation.
Claudia works in the tax and private client team at RadcliffesLeBrasseur, advising both UK-based and international clients, including families, individuals, trustees and business owners. Claudia advises on private wealth matters, including tax, trust, estate and succession planning in the UK and on cross-border issues. She joined the firm from Blake Morgan’s private wealth team in March of this year, hired to further strengthen the UK and international private client offering. One nominator said Claudia is a “first class private client lawyer” with “exceptional technical expertise, wide ranging connections in the London and international market, a proactive and innovative drive with loyal and extensive following of clients and referrers”.
Davina has ‘thorough technical knowledge’, having taken on complex projects when she joined in November 2015. She works with partners within the wider tax team on projects ranging from estate accounts to tax returns, and actively volunteers for Tax Help for Older People to help the less fortunate in resolving their tax affairs. A nominator said Davina has made a “resounding success” of her career to date, and her “unwavering diligence and comprehensive review when delegating work has also attracted the appreciation of juniors who will often assist her, usually unprompted”. Her focus is on fostering rapport and forging lasting customer relationships to encourage loyalty and custom.
Promoted to trust manager in December 2016, Donna now overseas an administration team dealing with global high net worth clients and family structures, with a particular focus on international clients and succession planning. She manages two of the five highest revenue-earning clients. Furthermore, Donna is exposed to investments a lot more than is usual, handling around 70 portfolios, nine of which are extremely high value. She is a member of the Chartered Management Institute and has been with Nerine for a decade as of September 2017.
Farrer & Co
Elizabeth qualified in Farrer & Co’s contentious trusts and estates team in 2012, and now advises on a wide range of complex trust, succession and private wealth disputes, often involving multi-jurisdiction issues. She has assisted on a number of high-profile and high-value cases, and has much experience of all stages of the litigation process including Supreme Court appeals. Elizabeth has a particular interest and experience in advising individuals and families in onshore contentious trust and estate matters and succession disputes. Clients, colleagues and intermediaries have said Elizabeth is “absolutely fantastic to work with” and “extremely impressive”.
Emily has much experience in all areas of family law with a particular focus on divorce and high value financial claims. She is an experienced litigator who has been involved in a number of significant and high profile cases, involving trusts, inherited wealth, offshore assets and family businesses. Furthermore, Emily is experienced in negotiating pre-nuptial and post-nuptial agreements domestically and internationally. Emily was made legal director, family, in May 2017. She advises on all areas of private children law also, which includes applications for injunctive relief and applications to relocate. One nominator described Emily as “a pragmatic and hands on lawyer” who is “adaptable” and “always approachable and available” for clients.
Emma is experienced in advising high net worth individuals in relation to a broad range of personal taxation and estate planning matters. She specialises in international tax, trust and estate planning work, with a particular focus on tax and estate planning for US citizen clients with links to the UK. She travels regularly to the US to meet clients and intermediaries there, and has spoken at seminars both in the UK and the US concerning UK-US matters. Furthermore, Emma has spoken in Monaco and London on topics including structuring the ownership of UK residential property to succession planning in light of the EU Succession Regulation. Emma also has experience on drafting wills and advising on associated tax planning issues, as well as preparing and registering UK Lasting Powers of Attorney. She also advises clients on the creation and use of trusts as a means of succession planning and preserving family wealth.
Having qualified into the private capital team in September 2013, Fiona was promoted to associate in May 2017. Previously, Fiona served as a solicitor within the private capital team for four years. She works mainly out of the firm’s Leeds office and is currently building up her reputation as a trust and estates specialist, advising clients with substantial assets and complicated family relationships, using appropriate structures to pass wealth down to the generations in a tax efficient and controlled manner, with particular focus on acting for business owners. Furthermore, Fiona helped set up a junior ‘private client forum’ for private client professionals which organises events every few months, and runs the firm’s Leeds office social committee.
The Burnside Partnership
Fiona spent her career as a specialist private client lawyer at top ranked law firms before co-founding The Burnside Partnership, a boutique private client practice, last year. Fiona is a member of the Private Client Section of The Law Society, and Solicitors for the Elderly. One nominator said Fiona is “one of the most professional, able and dedicated lawyers” they have worked with. They added: “Since leaving the firm to establish a boutique private client practice, Fiona has continued to provide an excellent service to her clients – to the extent that I have referred members of my own family to her.”
Greta Pender (nee Allman)
Saffery Champness Registered Fiduciaries
Senior Trust Manager
Greta has worked as a trust manager and senior trust manager for the last four years at Saffery Champness. Named an eprivateclient Top 35 Under 35 last year, she has 17 years of experience working with highly complex structures for high net worth clients and institutions, with expertise over a wide range of asset classes including hedge funds and private equity, property and luxury assets. Greta has developed a specialist expertise in Middle East and family office work, and in the last year, has worked with a director at the firm and international lawyers on a complex Middle Eastern structure. A nominator said Greta “reinforces and supports client excellence through leading by example, demonstrating commitment to quality, and going ‘above and beyond’ for clients”.
Heather’s practice focuses on advising high net worth individuals on HMRC tax investigations and internationally mobile individuals on residence and domicile issues as well as domestic UK tax issues in relation to the structure and sale of their businesses. She has extensive experience in resolving disputes with HMRC by the most appropriate means, including negotiation, alternative dispute resolution or where necessary litigation in the tax courts. Furthermore, she advises national and international-based individuals on a range of contentious tax issues including voluntary disclosures opportunities, enquiries and alternative dispute resolution. Heather was headhunted by Lancaster Knox in February 2017 to build the firm’s tax investigations practice and to develop their existing tax advisory team. She joined from UHY Hacker Young where she was a director.
Heba Al Emara
UK Head of Relations – EMEA
Having started her career in various legal and philanthropy roles in the City, Heba joined Vistra in 2012 as part of the UK client commercial advisory department. She focuses on developing and coordinating relationships as well as providing fiduciary services to a number of subsidiaries of multinational organisations. She has a particular focus on high net worth individuals and ultra-high net worth individuals, as well as family offices, especially from the Arabian Gulf in relation to their private and corporate matters. A nominator said that Heba “has been pivotal in establishing new client and intermediary relationships for Vistra as well as being a strong advocate and example to women of all ages in our business”.
A partner within the tax team, Hetal has much experience in dealing with HMRC investigations, offshore disclosures and providing tax advice to private clients. Her skills and experience allow her to identify tax-efficient planning opportunities for clients as part of the process of assisting clients to regularise their tax affairs. Via the New Disclosure Opportunity, the Liechtenstein Disclosure Facility and other targeted industry or income specific Voluntary Disclosure Facilities such as the Let Property Campaign, Hetal has prepared, submitted and negotiated various the settlement of numerous cases. In April 2017, Hetal became the youngest ever partner in Edwin Coe’s 104-year history when she was promoted from senior associate. She was also named as an eprivateclient Top 35 Under 35 2016.
Jamie works in the family team at Forsters and handles all aspects of private family law including acting for clients in financial relief and divorce proceedings as well as acting in children matters. Often, her financial cases include complex issues such as non-matrimonial property, the valuation of business assets, tax issues or assets located overseas. Jamie frequently acts for clients in relation to children issues such as disputed living arrangements, and she has expertise in advising on pre-nuptial agreements and acting in cases involving unmarried cohabitees. Jamie has appeared on ITV’s This Morning regularly to comment on family law issues.
Berwin Leighton Paisner
Jessica works in BLP’s private client litigation team and advises on trusts both on establishment and in relation to disputes, with an expertise for advising on trust issues arising in the context of matrimonial proceedings. Having been an associate at BLP since October 2011, she has much experience in asset preservation in the context of jurisdictional divorce proceedings and has acted for spouses and trustees, frequently advising on nuptial agreements. She specialises in disputes and court applications in relation to trusts, wills, tax planning and the administration of estates.
Maurice Turnor Gardner
Jessica advises clients on a range of matters, including succession, estate planning and complex multi-jurisdictional structuring projects for ultra-high net worth individuals. Furthermore, she is involved with providing advice on charity and philanthropic undertakings as well as the immigration aspects involved when high net worth individuals wish to move their families to the UK. In the last 12 months, Jessica has been responsible for project managing several complicated matters, co-ordinating the advice of several sets of professional advisers and managing the various stakeholder interest and expectations.
An eprivateclient Top 35 Under 35 2016, Jo advises on international personal tax and has for the last two years predominantly focused on private equity executives and fund managers. Her work includes advising on the structuring and ongoing operation of fund and management entities, the design and implementation of remuneration plans and the provision of tax advice to fund executives including planning for non-domiciled individuals. Jo has gained experience working as a tax senior for five years at BDO, and prior to this a tax assistant at the firm for just over three years. She has been in her current role at Deloitte for a year as of September 2017.
Julie specialises in all aspects of succession law and advises on and drafts wills for local and non-local clients, as well as high net worth individuals. She also deals with the administration of deceased’s estates for local and non-local clients and assists with the probate process in Jersey. Furthermore, Julie regularly advises on mental capacity issues, including Jersey curatorships and the registration of foreign powers of attorney/guardianship orders in Jersey. In 2015, Julie prompted the commissioning of a report into Jersey’s succession laws surrounding the inability of a physically disabled person being unable to sign a will on the island. The report was submitted to the legislative panel and changes to Jersey’s succession laws are due to follow as a result.
Manager - Personal Tax
Kreena has served in the personal tax team at Saffery Champness since November 2012 and was promoted to manager less than a year ago. She completes the duties of a senior manager together with technical tax advisory work, as well as team management, recruitment, mentoring and appraising and performance management. Kreena works on a range of complex and technically challenging clients, and her work often involves analysing large volumes of data in order to prepare complex spreadsheets and detailed technical reports and tax advice for clients. One nominator said Kreena is “very driven and motivated” and has shown “a great commitment to the firm and her career”.
An eprivateclient Top 35 Under 35 2016, Kyra specialises in multi-jurisdictional wealth planning, international tax and trusts, succession planning and family governance for high net worth and ultra-high net worth clients. In addition, she is known for advising clients in relation to complex cross-border tax and estate planning for UK and non-UK domiciled individuals and families. Kyra advises clients who are relocating to the UK from other jurisdictions regularly. This includes pre-arrival UK planning and putting into place structures which will be efficient post-arrival. A nominator said Kyra “has played an instrumental role” in the firm’s family structure and “provides a very responsive, technically proficient and professional tax/legal service”.
Hall Brown Family Law
Laura was headhunted in 2015 to join Hall Brown Family Law, and was the first solicitor to join the firm after the founding partners. Being half-French and bilingual has assisted Laura with the large number of cases she works on with a French aspect. She specialises in all areas of family law with a particular emphasis on financial remedy proceedings and international relocation of children, and also has much experience working with high profile individuals. Laura has worked on cases involving complex trust assets, property abroad and allegations of serious domestic abuse. Furthermore, she has dealt with issues prior to marriage, primarily cohabitation agreements and pre-nuptial agreements.
Laura, who joined Blake Morgan as a senior associate in December 2016 from Morrisons Solicitors, advises on a range of private client issues specialising in tax and succession planning for individuals and families based in the UK and with foreign assets. Working in the private clients (succession and tax) team, she deals with estate planning concerning business assets, advising on and setting up trusts and the administration of estates. Laura also assists high net worth individuals and families to protect and preserve their wealth. Her work focuses on tax-efficient financial arrangements and advising beneficiaries and executors on the administration of complex estates.
Mills + Reeve
Lizzie advises on estate planning and asset protection, inclusive of matters with international elements, for a range of clients including trustees, business owners, professionals and land owners. She is active in training the team she works in, the firm more widely, and other private client professionals. She sits on the local STEP committee, and led Mills + Reeve’s ‘Business in the Community’ project. This was a partnership with two other businesses and a local challenging school, and involved presenting to the partners, monitoring objectives, arranging workshops, mentoring for difficult students and co-ordinating staff volunteers.
Manager, Fiduciary Services
Nicola was promoted to the role of manager at Butterfield Trust at the end of 2016 and looks after a team of five. She has a varied portfolio of private clients and provides a high level of service to the sector, managing both trusts and companies. Her responsibilities include managing a large property structure owning both commercial and residential property, and she has a large family office relationship investing in varied asset classes from private equity, family funds and shipping assets. Subsequently, Nicola has a good understanding of how different structures work and the needs emanating from each type of structure. A nominator described Nicola as “a diligent and highly professional individual”.
Bircham Dyson Bell
Sabrina serves in the private wealth team at BDB, advising a variety of clients, from aristocrats, trustees and the elderly to businessmen, artists and charities. She joined BDB as a trainee solicitor in 2011 and qualified into private wealth in September 2013. Now, her practice includes will and trust drafting, advising on estate planning, powers of attorney and administering estates. She is currently developing a specialism in art and heritage work, is a member of the firm’s Art and Cultural Property Group. Sabrina is also a professional ambassador for Aspiring Solicitors, an organisation aiming to increase diversity in the legal profession.
The 2017 Top 35 Under 35 is kindly supported by Cazenove Capital.
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