Alice is currently a senior associate in Ogier Guernsey's private client and trust team. Having graduated from the University of Oxford with a BA in English Language and Literature in 2008, she completed the Graduate Diploma in Law and Bar Professional Training Course at City, University of London. Alice began her career as a pupil at The Chambers of William Clegg QC, and has also worked at a range of firms, including Appleby and ARF Advocates. She was also a Pegasus Scholar at the European Court of Human Rights.
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 has been named an eprivateclient Top 35 Under 35 for the past two years.
Harbottle & Lewis
As a senior associate at Harbottle & Lewis, Amy has been involved in high profile issues in the reputation management and media sphere, having acted for the Core Participant Victims in the Leveson Inquiry. Highlights in the public domain of Amy’s work include: securing remedies in defamation claims for Russell Brand; and acting for a national retailer on a successful Editorial complaint to the BBC Trust. Amy has a particular expertise in contentious data protection issues and is at the forefront of law changes in this area, routinely advising on complex areas of the General Data Protection Regulation. Amy regularly presents to clients on a wide range of media law issues, developing and expanding business.
Knox Private Office
Andra is an associate director at Knox Private Office where she leads the firm’s family business consulting and political advisory strategies. She previously worked and qualified at Deloitte before going on to work in industry and then joining Knox Private Office. Andra specialises in multidisciplinary advisory services to family offices with a portfolio of HNWIs. She is versatile and also speaks many languages, making her a valuable person to have on any client facing team. One nominator said: “Andra combines high academic and emotional intelligence with an integrity and collaborative nature that I have rarely seen in my 20 year career”.
Farrer & Co
Annabel trained at Farrer & Co and qualified into the private client team in 2013. She advises on trust structuring, tax and estate planning, often with an international dimension and has particular expertise in advising trustees of landed estates, and multi-generational families with inherited wealth, and works regularly on ultra-high value matters. She is regularly a member of cross-disciplinary teams, working closely with individuals from family, corporate and property teams. Annabel operates at a level ahead of her years, and in recognition the partners in the private client team decided to promote her this year. Annabel is also actively involved in the International Association of Young Lawyers (AIJA) and is a mentor for IntoUniversity, a charity which supports young people from disadvantaged backgrounds.
Annis is a director within Deloitte’s Tax Disclosure and Transparency team, specialising in tax transparency and negotiations with HMRC. As a former HMRC inspector, Annis supports private clients in their relationship with HMRC, from dispute resolution, mediation and negotiated settlements to voluntary disclosures and tax governance reviews. Annis’ clients include single family offices, entrepreneurs and internationally-mobile families and she routinely works alongside bankers, lawyers, trustees and colleagues in Deloitte’s Global Tax Controversy Network. She is a STEP member, a member of the Tax Investigations Practitioners’ Group and has her own network within HMRC. Annis recently created a ‘Directors Network’ to bring directors from the private client and private company tax teams together for market updates and peer support.
Bryan Cave Leighton Paisner
Caroline is a senior associate in the Bryan Cave Leighton Paisner private client team, having recently re-joined the firm from Payne Hicks Beach. She is a talented young lawyer and a great re-addition to the team. She has strong technical knowledge and understanding and has the ability to apply this and tailor solutions to clients’ specific wishes and needs. One nominator said: “Her warm personality and can-do attitude, recognised by clients and colleagues alike, makes her a delight to work with”. Caroline was named an eprivateclient Top 35 Under 35 in 2016 and 2017.
Chandelle joined the private client team at Estera in Jersey as an assistant administrator 2011 and was promoted to administrator in 2013, completing her ICSA qualification that year. She won the ‘2015 ICSA Administrator of the Year Award’. For the implementation of a new platform for Fiduciary Services administration, Chandelle was a system super user for her group and involved at the outset with testing. She took over as administrator and built up a deep level of understanding and trust with the client. Her emotional intelligence has led to her being a highly competent client manager. She has been appointed to lead the management of the newly established Estera Global Data Central centre, where she will be in charge of around 50 team members.
Maurice Turnor Gardner
Claire is a tax lawyer and private client solicitor, based in London. Her clients are typically wealthy with complex tax affairs including international issues and Claire combines serious technical expertise with real commercial judgment. She is able to give practical and easily understandable advice, whilst grasping all the issues in any case. One nominator said,” She is one of the stand-out private client lawyers of her generation”.
Client Services Manager
Having recently joined Mourant, Emily previously worked at Intertrust for four years and in that time rapidly rose through the firm, resulting in her being promoted to manager at just 28. In her time at Intertrust, her ability to build relationships was shown by her being asked by a director to salvage a relationship that had gone downhill. She began managing the client and visited the client twice a year in London to maintain the relationship. Nominators said that Emily recognises inefficiencies and is proactive in looking for solutions. Emily has almost completed her ICSA CSQs and has passed all her exams with merit or distinction. She was named the ICSA Jersey Student of the Year in 2014 and won the Sir Ernst Clarke Prize for the best paper in applied business law in the June 2015 round of examinations.
After gaining a Masters’ degree from the University of Cambridge, Emma has spent her whole career at Deloitte in Newcastle, amassing 12 years’ experience in personal tax advisory, structuring and compliance. Recently, Emma has developed Deloitte’s family office offering for wealthy clients in the North East with complex business affairs. Emma has spoken at Deloitte’s national Private Client Tax Management Consulting conference. She has overseen the growth of Deloitte’s local Newcastle partnership with Tax Aid, a charity which provides tax advice to low income tax payers through volunteers and has worked with the national tax community investment team to provide guidance on how the Tax Aid program can be replicated across the whole UK, which has now been adopted as a national tax community investment cause.
Heba Al Emara
Associate Director, Head of Middle East Relations
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. Heba was named an eprivateclient Top 35 Under 35 last year. A nominator said that Heba “is without doubt, a pioneer in the industry. She is professional, driven and without doubt future industry leader in her field”.
Jasmin is a highly skilled and well regarded lawyer in Bedell Cristin's contentious and non-contentious trusts team in Guernsey. She is dual-qualified as a solicitor in Australia, England and Wales. She is also an associate member of the Society of Trust and Estate Practitioners (STEP). After joining Bedell Cristin in 2015 as an associate, Jasmin’s legal expertise, mature approach and excellent client service helped her to achieve promotion to senior associate level in September 2017. She regularly assists with complex applications and proceedings before the Courts in Guernsey and has also been involved in a number of confidential, high value mediations. In 2012, Jasmin obtained an LLB with First Class Honours and received the university medal for her academic achievement.
Head of Private Client Tax
Jennie is head of private client tax at Haines Watts, having worked at the firm for four years. Since joining the firm she has built a private client tax team of seven people and this financial year’s turnover will see us exceed £600,000, with the aim of reaching a £1 million turnover by 2020/2021.Jennie invests time to understand HMRC case-law and attend technical conferences so that she can empower the team with this knowledge, which allows the team to give better advice. She has led the private client team to adapt to a more competitive compliance market and created a compliance team and advisory team that work as one.
Maurice Turnor Gardner
Jennifer is a ‘go to’ person in the firm for complex tax advice and compliance, with particular expertise in the Common Reporting Standard. She takes senior roles on high profile matters and is currently advising an international political figure with significant assets in Europe, Africa and the Middle East on complex conflicts of law, tax and estate administration issues. Jennifer also advises charities, as well as advising on trust and private client issues in a more commercial context. She has written articles for Taxation, the Trusts and Estates Law & Tax Journal and Spear’s magazine, and has given training at Allen & Overy on charities and spoke at the STEP Guernsey conference. Outside of work, Jennifer enjoys running, climbing and skiing, having completed The Three Peaks and Budapest marathon.
Jennifer works at EY where she is an “outstanding” senior manager, with strong technical expertise, and a good way with clients. At her young age she already generates significant referrals from her existing client base and has also built up her own client following by advising banks and has established her profile and reputation in this sector. Jennifer presents regularly and takes a leading role at the annual EY private client forum. A nominator said: “She is a rising star, a partner of the future”.
Kate is a senior associate within the contentious trusts and estates team and has extensive litigation experience, acting for trustees and beneficiaries in England, Jersey and other offshore jurisdictions. Kate also has civil fraud, asset tracing and recovery expertise. Clients appreciate Kate's analytical approach and sound judgment, particularly in relation to case strategy. One client said "Kate combines efficiency, organisation and technical ability effortlessly". She has also played a crucial role in developing Fresh Perspectives, an annual conference, which Taylor Wessing co-founded. She is responsible for the team's bi-monthly newsletter and presents at client facing seminars, including road shows in Jersey and Liechtenstein. Outside of work, Kate is a keen sportswoman playing hockey competitively.
Katie began her career as a secretary in the wills trusts and tax team at Wright Hassall (WH), where she has progressed to associate solicitor in the contentious probate team. She obtained a law degree and the LPC over five and two years respectively whilst working full-time as a paralegal and then trainee. As a farmer’s daughter she has an interest in the sector and has been an active participant in events including the annual Christmas Agricultural Law Update since 2004. She writes articles on a range of topics which are published in journals including Farmers Weekly and Farmers Guardian. Katie is a committee member of the local branch of the Royal Agricultural Benevolent Institution and she is an active participant in WH’s pro-bono scheme.
Kyra joined Boodle Hatfield from Taylor Wessing as a partner in the private client and tax team in May 2018. She is an experienced and respected private client tax lawyer with a strong practice advising UHNW Middle Eastern families. She advises clients on complex cross-border tax and estate planning matters and has experience with Sharia compliant structuring. She deals with delicate and complex family disputes in a sensitive way and provides a bespoke and highly personalised service to clients, regularly travelling to the Middle East. Kyra is a full member of STEP. She was named an eprivateclient Top 35 Under 35 in 2016 and 2017.
Laura joined EY Jersey as a trainee accountant and, after working in audit and assurance services, she spent three years in the tax department assisting in the provision of tax compliance and advisory services to local and international clients. She qualified as a chartered certified accountant (ACCA) in 2007 and joined Elian Private Wealth (EPW) in 2008 (formerly Ogier). At Hawksford, Laura is now responsible for a team of nine people providing bespoke administration and company secretarial services to ultra high net worth families with a main priority of providing excellent client service by building close and long standing relationships with clients and being adaptable to their changing needs.
Lucy joined Penningtons Manches as a trainee in 2009 and became the youngest of the firm’s 111 partners at 30 earlier this year. Based in the London private client team, Lucy advises HNW individuals, families and trustees on private wealth, tax and trust matters and helps lead the sub-sector group ‘international assets and inward investment’. She is a member of STEP, sitting on its London City Branch committee. She gained an Excellence Award for her STEP Diploma and holds an Advanced Certificate in UK Tax for International Clients. She mentors a junior associate and organises the team’s monthly training workshops. Lucy was an eprivateclient Top 35 Under 35 in 2016.
Mariam has been a private client practitioner for over a decade and is one of the most senior Muslim women practicing in the private client profession. Mariam has developed a niche for clients of an entrepreneurial and international nature and is also one of KPMG’s private client property experts and supports her clients and the wider KPMG team through the multitude of technical changes to this area of tax. She is visionary in her ambitions for the business and in relation to the careers of others in the team. Mariam is a passionate supporter of community initiatives to inspire young Muslim women into the profession and is regularly asked to speak at local events.
First Names Group
After beginning her career as a bookkeeper at Walbrook Trustees in 2006, where she achieved three promotions in five years to senior client accountant. She also completed her ACCA exams while working full-time and joined First Names Group as an assistant manager in June 2014 and was promoted to manager within two-and-a-half years, which coincided with Michelle’s line manager going on maternity leave, meaning she assumed overall management responsibility for her team and key clients. Among her colleagues, Michelle is valued for her willingness to help others and she has proven to be an excellent team leader and mentor.
Harbottle & Lewis
Natasha joined Harbottle & Lewis in January 2015, having qualified at Charles Russell Speechlys in September 2013, after completing her Law degree at the University of Cambridge. She is a litigator specialising in information law and reputation management, who advises individuals in the public spotlight and private high net worth individuals in relation to the media and data privacy matters, including the law of defamation, privacy, confidence, harassment and data protection. She acts regularly for global household names and a former Prime Minister. One nominator said, “She is incredibly knowledgeable about her sector and the advice she provides is insightful and well-thought through. A rising star”.
Nikita joined Saffery Champness as a senior tax manager in January 2017, where her role is to manage a 12-strong private client tax compliance team in London and deliver bespoke tax advisory services to ultra high net worth individuals. Prior to this, she worked at Grant Thornton and Frank Hirth, after she gained a Law degree from Kings College, London and was called to the Bar of England & Wales in 2010. She has achieved the STEP Diploma, CTA and ATT qualifications. Additionally, she presents externally, having presented to around 100 barristers at the Inner Temple in London and to Jersey and Guernsey trustees. Nikita has delivered courses and mentoring initiatives to her teams and is a member of the firm’s personal tax and trust forum.
Phyllis is a senior associate in the global wealth management team at Baker McKenzie in London and advises international families, family offices and banks/trustees on wealth management matters. In particular, she has a leading role in the firm's relationship with a high-profile Middle Eastern client. The Middle East is a key focus for Phyllis and the practice, which she is developing within the firm's network. Additionally, she has presented at seminars, including this year's TransContinental Trust Conference in Geneva. Phyllis speaks French and German fluently, which she uses in Switzerland and other wealth management centres.
Charles Russell Speechlys
Rachel’s practice comprises tax, trust and succession planning work at Charles Russell Speechlys. Having completed two secondments to the firm’s Geneva office, much of her work has an international dimension. For tax, she frequently provides clients with advice on residence, domicile and pre-arrival planning and for trust, she advises individuals and institutional trustees on the establishment and management of trusts and asset holding structures. Rachel always aims to find the best solutions for her clients and regularly goes above and beyond to resolve their queries and problems.
Rosalind is the co-owner of Hamilton Rose, a tax investigation firm. She trained in Grant Thornton’s tax investigation team before moving to Lancaster Knox and establishing Hamilton Rose in February this year. Since then Rosalind has established contacts both within the UK and abroad, having been overseas marketing regularly, covering Jersey, Guernsey, Isle of Man and Switzerland multiple times. Whilst Hamilton Rose is still young, it now has over 30 clients and has covered first year costs already. She is a member of the ICAEW tax investigation practitioner group and volunteers with Tax Help for Older People. A nominator said: “Rosalind is a true inspiration to all young women seeking a career in tax”.
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. In September 2017 she was promoted to associate solicitor. 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.
Sarah is a senior associate at Carey Olsen in the trusts & private wealth group in Jersey. She acts for professional trustees, private trust companies, family offices, settlors and beneficiaries and regularly advises on the establishment and ongoing administration of private trust structures, employee benefit trusts, pension trusts, charitable structures and foundations. Sarah has particular experience in advising on the restructuring of complex trust structures, significant transactions undertaken by trustees and the termination of trust structures. Sarah qualified as a solicitor of the Supreme Court of England & Wales in 2010 and was sworn in as an advocate of the Royal Court of Jersey in 2015.
In-house Legal Council
Shardé joined Moore Stephens in 2014 as in-house legal counsel and most recently has taken the lead in assisting the business with its General Data Protection Regulation (GDPR) obligations. She advises the leadership team of the business’ legal requirements and guides them through any necessary changes to be made, liaising with external consultants and internal stakeholders. Shardé has completed her certified GPDR Practitioner course; and is a member of the Jersey Data Protection Association. In her day-to-day role she advises directors on complex trust matters and legal and regulatory issues and identifies, manage and reports on key legal risks to the business, providing assistance to other offices in the Moore Stephens international network.
Charles Russell Speechlys
Sophie joined the private client team at Charles Russell Speechlys as an associate in February 2016, advising UK and international clients on matters including wills, trusts and tax planning. Before joining, she trained at Allen & Overy as a structured products lawyer and also worked as an in-house lawyer at UBS in an investment product focussed legal role, so she has particular expertise in derivatives, portfolio construction and the wealth management industry generally. She is interested in community projects and the arts, and is a member of the firm’s Art Group. A nominator said: “Sophie is very personable, diligent, organised is a very collaborate business partner, who can tackle anything thrown at her”.
Stephanie joined Goodman Derrick as a trainee solicitor and has since been promoted to senior associate in the private client team. She has qualified as a full member of STEP and obtained the STEP certificate for international tax planning for private clients. Stephanie is interested also in philanthropy and has served as a trustee of the Funding Network and E:merge. She also arranges for Goodman Derrick to host charitable events and organises evening events for other young professionals from different sectors.
Sylwia is a chartered certified accountant and chartered tax adviser, specialising in resident and non-domiciled individuals, with seven years’ experience of leading, managing and developing a tax compliance team. She has expertise in: offshore tax planning and non-resident trusts for resident non-UK domiciled individuals; regularisation of historic tax liabilities; HMRC disclosures facilities, simple and complex compliance checks; and residence and non-residence issues. Additionally, Sylwia has recently set up her own boutique UK tax practice, Auxilium Tax Limited, of which she is 50 percent owner and director.
Wendy joined Edwin Coe in 2017 as an associate from Charles Russell Speechlys, after completing her training at Speechly Bircham in 2014. She advises predominantly UK individuals and trustees on a range of tax, trust and estate planning matters including wills and bespoke letters of wishes, general trust and estate planning, as well as tax and trust planning with property, surplus income and business property. Wendy receives an unusually high number of new client referrals directly to her. She leads the firm’s precedent committee and mentors the juniors to whom she is a "go to" on many matters. A nominator said, “she is a very friendly, positive, supportive and invaluable team member”.
The 2018 eprivateclient Top 35 Under 35 is kindly supported by Cazenove Capital.
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