Developed a multi‑jurisdictional wills and succession strategy for a HNW family with assets in several countries. Engaged with overseas advisers, addressed civil‑law forced‑heirship issues and prepared a UK will incorporating trusts to protect wealth across generations.

Advised on cross‑border estate planning issues arising from differing UK/US tax and citizenship positions. Reviewed trust options, relevant UK–US treaty provisions and potential QDOT requirements, and collaborated with US advisers to explore how future planning could align across both jurisdictions.

Assisted a family with substantial business interests in transferring shares into trust ahead of forthcoming Business Property Relief changes, balancing control, tax efficiency and succession flexibility. Worked as part of a wider advisory team to ensure alignment with the family’s broader governance and corporate arrangements.

Supported a recently bereaved client in navigating an estate involving significant family business interests and sensitive family dynamics. Provided strategic guidance, reviewed tax and trust issues and worked with a wider advisory team to secure a stable long‑term position.

Advised trustees on unwinding long‑standing trusts holding land that formed part of a wider development parcel, where some elements had already been sold while the remaining land had not yet progressed. Managed time‑sensitive tax considerations, coordinated advice on available reliefs and resolved governance issues to deliver a practical plan across family branches.