I specialise in the creation of offshore wealth planning structures. I am qualified in BVI and the Cayman Islands. Prior to joining Bedell Cristin I worked for another offshore firm, based in the Cayman Islands, for five years. I advise trust companies, family offices, and high net worth and ultra-high net worth individuals and families. I also work with onshore law firms and their clients in designing and operating wealth planning structures.
My practice involves trusts (including STAR trusts and VISTA trusts), foundations, trust companies (including private trust companies), companies and other vehicles. I prepare complex and straightforward wills and I help guide clients through the probate and administration of estates process in BVI and the Cayman Islands. I also advise on offshore regulations as they apply to international private clients, including anti-money laundering, beneficial ownership registers, CRS / FATCA, and economic substance.
Before moving offshore I was a solicitor and chartered tax advisor in the UK, advising high net worth individuals and families on tax and succession planning.
- Attorney-at-Law - Cayman Islands
- Solicitor - BVI
- Solicitor - Scotland (non-practising)
- TEP - (Trust and Estates Practitioner)
Areas of Expertise
- 'Rising Star' - Legal 500 2020
- 'Associates to Watch' - Chambers & Partners 2020