Alice was promoted to senior manager at Deloitte last year after joining us from Cardiff University in 2011. She leads on a number of family and trust clients, specialising in advising on succession planning, inheritance and Capital Gains Tax. She has completed her CTA as well as internal and external secondments, giving her knowledge in wider areas of tax and client experience. Alice offers support as a coach to members of the team and currently is the lead on the regional Women’s Network. Here she supports others by sharing her experiences and learnings from her place on the national Women In Leadership programme. One nominator said: “Alice’s enthusiasm along with her technical expertise and empathetic, understanding nature enable her to develop longstanding relationships and provide the highest level of client service.”
Farrer & Co
Amy has extensive experience advising high net worth individuals, multi-generational families and trustees on tax, trusts and succession planning. She has particular expertise in the administration of high-value and complex estates, frequently with a cross-border element and diverse business or real estate interests. In 2018, Amy received a STEP Worldwide Excellence Award for achieving the top mark of 95 percent in the STEP Advanced Certificate in Cross-Border Estates. She also advises on the protection of vulnerable individuals, and regularly advises families and trustees on capacity issues and applications to the Court of Protection. Clients have noted Amy’s “marvellous, professional and helpful service” and another commented “Your support has been invaluable”. She also delivers internal training sessions on probate to the firm’s junior lawyers. In her free time, Amy spent eight years reading to primary school children as part of a pro bono initiative.
Senior Manager, Family Office & Private Client
Named an eprivateclient Top 35 Under 35 in 2018, Andra joined KPMG’s family office team in September 2019 from Knox Private Office where she had worked since 2017. She takes a holistic approach when advising clients, typically focusing on family longer term succession planning and family governance, where she steps beyond her technical skillset and focuses on the family’s overarching purpose of wealth. Andra is ACA qualified and a STEP Associate. Throughout her career, Andra has been involved in several initiatives around furthering mentoring and professional development. Outside of work she has been involved with the Harris Academy, a Surrey based not-for-profit organisation and is part of several women’s networks and Romanian Professionals in the UK.
Tax Senior Manager - Private Client Services
Aniella is a tax senior manager at BDO, managing the firm’s Leeds private client services team. She joined in May 2020 and transitioned into an integral member of the team during the Covid-19 lockdown. She previously gained 12 years’ experience in private client work Deloitte in London and KPMG in Leeds. She is a Chartered Tax Adviser, a member of the Association of Taxation Technicians and graduated from Cambridge University with a First Class Honours Degree in Natural Sciences. Aniella has a particular interest in succession planning and inheritance tax matters and enjoys helping clients make plans to ensure that their life’s work, wealth and expertise may be passed onto the next generation. She enjoys being a performance manager and is passionate about helping junior colleagues understand “what great looks like” and how to get there. Aniella is also a keen composer who plays both the piano and clarinet and enjoys singing in the BDO work choir.
Anoushka joined Irwin Mitchell in 2019 as part of its residential property team. She builds and maintains excellent relationships with agents and clients, proven by the fact both types followed her from her old firm, Alen-Buckley Solicitors. She regularly works with clients on high-value properties, often with complex elements and most recently acted on a purchase of a listed converted church for £1,695,000. Anoushka’s varied workload ranges from acting for first-time buyers on leasehold transactions, buyers selling their first flat and moving into a second home to high-value individuals transferring properties out of or into trusts following tax advice. She always ensures that each client is offered a bespoke service and clients rely on her efficiency and ability to find solutions to problems.
A 2019 eprivatclient Top 35 Under 35, Becky joined the firm in 2010 as a trainee, and now is a member of Boodle Hatfield's art law team. She continues to grow her arts practice, acting on matters including authenticity issues, fakes/forgeries, title disputes, damaged artworks, insurance claims, recovery of art works, disputes arising from art financing, injunctions to prevent sale, and copyright disputes. In her spare time, Becky has completed an art history short-course at the Courtauld, a secondment at the Arts Council, and, most recently, the Institute of Art and Law’s Diploma in Art Law. In January 2019, Becky was appointed as a legal trustee on the board of the De Morgan Foundation, a charity which owns, cares for and preserves the largest collection of ceramics and oil paintings by William and Evelyn De Morgan.
A 2019 and 2020 eprivateclient Channel Islands Top 35 Under 35, Carla is an associate based in Walkers’ Jersey office. She joined the firm in 2017 and provides drafting and advice on a range of issues relating to Jersey trusts and foundations. She regularly works with colleagues across the firm's international network, particularly in BVI, Cayman and London, on complex structures, and has almost eight years' experience working offshore. Before joining Walkers, Carla trained and qualified as an English solicitor at Ogier in Jersey. She has an LLB from the University of London and an MA in English Literature from Durham University.
Daisy Minns Shearer
Harbottle & Lewis
Daisy Minns Shearer joined Harbottle & Lewis as a senior associate from Payne Hicks Beach in January 2020, having previously worked at Alexiou Fisher Philipps. She quickly became involved in some of the team’s largest cases, gaining trust from clients, her team members and Counsel. She has also played an active role in the team’s other work, including the team’s marketing and their public output on Covid-19. Daisy has worked with each of the partners since joining the firm, supporting them as senior associate on high profile matters. Throughout her career, Daisy has acted for clients in reported, top-level, complex, multi-party, cross-jurisdictional litigation. She is often instructed in matters where there are difficult private children law issues. Daisy also works with her own clients, who she attracts from recommendations from former clients and contacts.
Denise Li Gates
Charles Russell Speechleys
An associate at Charles Russell Speechleys, Denise advises both UK-based and international high net worth individuals to ensure their wealth and succession objectives are met in a tax-efficient manner. She has experience in co-ordinating offshore advice for international clients, reviewing existing structures in light of ever-changing legislation and preparing for mental incapacity. A nominator said: “Denise is a tremendously well-organised and resourceful lawyer who has the drive and determination to ensure each project she undertakes reaches a successful conclusion.”
Partner - Private Wealth & Estates
Having been promoted to partner in April this year, Elizabeth specialises in advising large and complex family groups, particularly those involving trusts. Her client base ranges from landed estates and their associated enterprises, to families who have diversified away from the original family business, realising capital, and who now require private wealth advice. As a private client adviser she also advises high net worth individuals, both those domiciled in the UK and outside the UK. While Elizabeth’s role has an advisory focus, she oversees the compliance aspects on her clients, including the annual tax compliance and, where relevant, the preparation of trust accounts. Elizabeth is a member of the firm’s private wealth and estates group, trust forum and estates discussion group. She joined Saffery Champness at the start of 2017, after training in the private client team at PwC. While there she had a mix of UK and international clients and worked for short periods overseas in Switzerland, Monaco and Luxembourg. She was also named a 2019 eprivatclient Top 35 Under 35.
Emma is a trust manager at Highvern working within its private client team since October 2019 and was previously featured in the 2018, 2019 and 2020 eprivateclient Channel Islands Top 35 Under 35 rankings when she worked at Fairway Group. She manages a small experienced team with whom she works closely to provide a highly professional bespoke service, for a vast range of clients, who are based across the globe. Part of Emma’s role includes business development, she regularly spends time in London attending networking events and seminars, as well as meeting with clients and intermediaries alike.
Also a 2019 eprivateclient Top 35 Under 35, Emma is one of the youngest lawyers in the Channel Islands to be appointed a partner and heads the private client and family law team at BCR Law (Jersey). She specialises in family and criminal law, whilst maintaining an interest particularly in criminal advocacy. In her role she advises on a wide range of family work, including divorce and financial matters and on issues involving children, including public law proceedings. Emma is accredited to the Children Panel and is able to represent parents and children.
Having been promoted to partner in April 2020, 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. Emma has been invited to speak at a wide range of international conferences, including STEP conferences in the US and the International Bar Association Annual International Private Client Conference. She also presented at Informa Connect’s US/UK tax planning conference: COVID-19 update in July 2020 on the topic of tax residence from a UK perspective. Emma is passionate about the benefits of sharing knowledge with clients, colleagues and peers and has recently taken on primary responsibility for learning and development within Forsters’ Private Client group.
New Quadrant Partners
Having worked at New Quadrant Partners for 10 years, Flora was promoted to senior associate in May 2019. She works predominantly with the firm’s founding partner, Louise Stoten, advising a breadth of clients ranging from wealthy entrepreneurs to landed families. Flora has particular experience in advising on and creating LLPs, FICs and other corporate structures as well as trusts to maximise inheritance reliefs. Flora annually hosts at least one sporting event for the firm’s clients. A full STEP member, she also a key driver of the firm’s Next Generation initiative. The project aims to identify and target the next generation of clients and intermediaries. She is also involved in charitable initiatives, like the firm’s annual quiz which raised almost £10,000 for the Amy Winehouse Foundation. She is also involved in the Resurgo Spear project which helps young people facing disadvantage into work or education.
Gabrielle works within the private client team at Ocorian having recently taken a two year secondment to the firm’s regulatory and tax reporting team where she became an essential adviser to all business lines on FATCA and CRS reporting requirements. She returned to the private client division six months ago and since that time has supported the whole team with FATCA and CRS issues and reporting whilst managing a complex portfolio of client cases with many UK tax reporting requirements. She was named a 2020 eprivateclient Top 35 Under 35.
Senior Manager, Solicitor
Having joined KPMG in May 2020 from PwC where she was a manager, Harriet works closely with the firm’s global private client tax and legal networks to provide integrated advice to individuals, trustees and family businesses on succession issues and wealth structuring. Since joining KPMG, she has shown entrepreneurialism and agility by assisting in building a private client legal practice from scratch. Harriet is also passionate about helping clients to develop and implement their philanthropy strategy and understands the power of a multi-disciplinary approach to philanthropy, where clients often require advice which encompasses legal structuring, personal and corporate tax reliefs.
Having worked at Crowe for seven years, Hayley was promoted to director in April this year and is now just one level away from partnership. Her responsibilities include: helping clients resolve tax problems; advising on the best way to resolve problems with HMRC; and calculating the fair amount of tax due based on application of the legislation. Named ‘employee of the year’ in 2017, Hayley is also a CTA qualified member of the Chartered Institute of Taxation. One nominator said: “Having worked with Hayley since she left school, I cannot recall her ever making a comment that was anything other than spot on.”
Helen joined Macfarlanes in March 2020 as a senior solicitor. Previously, she was a senior associate in the residential transactions team at the recently merge...