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I love the intricacies of dealing with complex issues, particularly where there is an international element. Along with the rest of the Private Wealth team, I provide clients with the level of attention and care which they deserve. I respect and prioritise the issues facing every client as being of paramount importance to them. I don’t take a nine-to-five attitude to my work, and understand that my role requires an enhanced level of responsiveness and attention.
With many years’ experience, I have worked with a number of families, family businesses, trustees, foundations and charities, along with individuals from both the UK and overseas with varying levels of wealth and complexity. I provide straightforward, pragmatic advice and am able to empathise with clients from all kinds of different backgrounds.
My expertise covers international and domestic matters including succession and asset protection, capital taxes and remittance tax planning, trust creation and historical trust issues, family business structuring, governance and succession, and charity and philanthropy
Outside work I have provided a home to many rescue dogs over the last 25 years, and my dogs and my family are my passion outside the office, together with music of different genres.
Discover my top tips
Take care when choosing your advisor as it should be a relationship of longevity and trust
Give your advisor as much as information as possible, the work that we do for you will be far more efficient, both cost and time-wise, if we have all the pertinent facts from the outset
Engage your advisor as soon as possible – tax and succession benefits can be lost if we are engaged too late.
Read questions I'm frequently asked
Can I save inheritance tax and protect my estate down my bloodline?
Yes, with the right tax planning, and it doesn’t need to be over-complicated. There are various ways we can help you protect your wealth and assets down the generations.
Can you help me with my UK residence planning and my foreign assets?
The rules on UK residence have, to a degree, been simplified, and we have the expertise to help you with your international succession planning.
How can I restructure my family business?
If planning is embarked on early enough, we can help with all aspects – tax, succession, governance and so forth, of your family business. Even if engaged after you have embarked on any planning – for example succession, restructuring or exiting, we can still help you.
HCR Legal LLP is authorised and regulated by the Solicitors Regulation Authority (SRA number 596261). Registered in England number OC382982
Harrison Clark Rickerbys Limited is authorised and regulated by the Solicitors Regulation Authority (SRA number 520892). Registered in England number 7033248
HCR Legal LLP, 5 Deansway, Worcester, WR1 2JG
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