Toni joined the Private Client team in June 2021 from Rooks Rider Solicitors LLP. She advises UK and international individuals, families and trustees on a broad range of private client matters including estate, tax and trust planning. Toni advises clients on their UK tax position, particularly in relation to asset holding structures, domicile and residence. She also works with executors and trustees on complex UK and cross-border estate administrations.
Toni graduated from Nottingham Trent University with a degree in Law with Psychology and completed her LPC at Nottingham Law School. She is also a full STEP member.
Her experience includes:
- Advising clients and their families in relation to generational wealth planning and in preparing wills, lasting powers of attorney and trusts.
- Advising UK and non-UK resident clients on the UK tax position of owning assets here, including real estate, and the structures that can be used to hold them.
- Guiding executors and trustees throughout the complex stages of dealing with a cross-border estate administration and in most cases co-ordinating the administration of the deceased’s worldwide estate.
Expertise
UK and Cross-border Estate Administration
Credentials
Full TEP membership in Tax, Trusts and Estate Planning
Named in eprivateclient NextGen Leaders List 2024
