Denise is a trusted advisor to individuals, families, trustees and entrepreneurs navigating all aspects of multi-generational succession planning.

She brings clarity and empathy to emotionally charged matters, combining technical precision with a practical, client-first approach.

 

Denise is passionate about empowering clients to make informed decisions and is a strong advocate for collaborative, values-driven advice.  Denise leads and co-ordinates advice from other professionals and across jurisdictions as her clients need, and is a go-to to resolve complex concerns and sensitive family dynamics.

 

Denise advises UK-based and international clients, including high-net-worth individuals, business-owners and trustees, on:

 

  • Succession and estate planning: Designing sophisticated Wills and lifetime arrangements to protect wealth across generations.
  • Trust structuring and simplification: Establishing, restructuring, and winding up complex trust arrangements to maximise tax efficiency and reduce administrative burden.
  • Tax relief optimisation: Maximising available tax reliefs through strategic planning.
  • Trustee advisory and risk mitigation: Supporting trustees with governance, indemnities, and retirement planning in high-value and sensitive matters.
  • Cross-border co-ordination: Collaborating with offshore counsel and advisors to deliver coherent, multi-jurisdictional solutions.

 

Denise excels at distilling complexity into clear, actionable advice and is known for her ability to navigate emotionally and technically challenging situations with calm authority.

Expertise
Private Client Estate Planning Family Business Inheritance Tax Planning Lasting Powers of Attorney Succession Planning Wills
Credentials
Recommended in the Citywealth Leaders List 2025
Recognised in the Citywealth Top 40 Under 40 Private Client Lawyers List 2024
Recognised in the eprivateclient Top 35 Under 35 list 2020
Utilised and restructured a family’s trusts to save over £250,000 in tax and simplified the four trust, seven sub-fund structure into two simple trusts.
Advised lay trustees on rectifying an accidental breach of trust and negotiated a favourable settlement despite a weak legal position.
Interpreted unconventional trust terms, uncovering over £270,000 of unintended potential tax exposure and steered the client through their options.
Supported trustees of an £8million trust in making distributions to non-beneficiaries and securing indemnities ahead of retirement.
Established family trusts ahead of a £30million business sale, preserving business relief and co-ordinated corporate documentation.
Worked with litigators and local lawyers to wind up a Gibraltarian trust for a foreign royal family, navigating sensitive inter-branch disputes.
Identified and secured a Stamp Duty Land Tax exemption overlooked by other advisers in a divorce-related property transaction, saving approximately £190,000 of tax.
My wife and I have been advised by Denise for many years. We have always found her a pleasure to deal with and her level of knowledge and expertise exceptional. Our wealth management and tax requirements could not be in better hands.
— Business owner client review, Citywealth 2025
I very much appreciated the work Denise took on for me earlier this year, to change the trustee of a life insurance policy. Timing was critical, and Denise worked at speed, keeping me informed at every step of the way, and securing a successful outcome.
— Client review, Citywealth 2025
Denise has strong technical expertise in tax and trust matters. More importantly, she can translate complex issues so that they are understandable by the client, providing accessible and pragmatic advice. Denise is a trusted advisor and an empathetic, reassuring presence for any client.
— Peer review, Citywealth 2025
Denise is a rising star in the private client world. She is incredibly attentive and conscientious, while being approachable and pragmatic. As well as having excellent technical ability, Denise is a solutions driven lawyer who is always looking for the best outcome for her client.
— Peer review, Citywealth 2025