Track record
German family foundation
Obtaining UK tax recognition for a German family foundation.
Philanthropy offering
Advising a private bank on its philanthropy offering.
Family charities restructuring
Restructuring a group of family charities in light of changing activities and family dynamics.
Cross-border giving
Advising US, European and Australian educational institutions on tax-efficient cross-border giving and study abroad.
Family philanthropic vehicle
Establishing a US-UK dual-qualified family philanthropic vehicle for a UK resident non-domiciliary founding donor.
UK/French charity structuring
Advising a UK philanthropist on the structuring of a UK/French charity to receive valuable French assets tax-efficiently on death.
Family foundation
Advising a family foundation on involving the 'next generation' in the family philanthropy.
Major US museum
Advising a major US museum on the establishment of a UK affiliate.
Talks
- 'Philanthropy Crossing Borders,' National Association of Charitable Gift Planners Annual Conference (November 2023), speaker
- 'Philanthropy: cross-border giving,' Transatlantic Estate Planning (September 2023), speaker
- 'Purposeful Giving in International Landscape,' STEP International Conference in NYC (March 2023), speaker
- 'Cross-Border Co-operation,' STEP Journal Roundtable (September 2021)
- 'Philanthropy 2021: reset or business as usual?,' Withers Webinar, chair (April 2021)
- 'International charitable fundraising for US institutions,' PPGGY Webinar, speaker (February 2021)
- 'The reputational challenges of controversies of association,' Charity Law Association Annual Conference (October 2020)
- 'Post Exit: Philanthropy on sale of the family business', Business Families Spotlight (November 2017)
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'Next Generation Philanthropy,' The Philanthropy Programme seminar (September 2017)
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'Innovative Solutions for Philanthropy,' Philanthropy Impact and Maverick Collective Roundtable (Chair) - (September 2017)
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'Practice Note: The Common Reporting Standard,' Practical Law (August 2017)
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'Charities & the move to tax transparency,' Offshore Investment (July 2017)
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'Legal and Tax Matters for fundraisers,' CASE Graduate Trainee Scheme training session (June 2017)
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'Launch your giving journey,' Charities Aid Foundation and Saunderson House Roundtable (June 2017)
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Charities and Transparency Regimes - Withers Charities Review of the Year (January 2017)
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'Philanthropy and Anti-terrorist financing regulation,' STEP Philanthropy Half Day Conference, London (November 2016)
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'Common Reporting Standard and Charities,' Charity Law Association Members' meeting , London (November 2016)
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'Philanthropy roundtable,' Private Investor: Russia and CIS conference, London (October 2016)
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'Philanthropy and charitable giving,' IBC Wealth conference, Cayman Islands (October 2016)
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'Tax and legal issues for fundraisers,' CASE Graduate Trainee Scheme (June 2016)
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'Legal Update - including tax,' Charity Law Association Annual Conference - (October 2015)
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‘Giving Across Cultures,' CASE Europe Annual Conference - (September 2015)
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'Individual and Business Giving in an international context,' British-Swiss Chamber of Commerce Roundtable - (February 2015)
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'Structuring International Charities: Theory and Practice,' Russian Wealth Advisors Forum Zurich - (February 2015)
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'The role charity can play in the family business,' Tax & the Family Business - (November 2014)
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'Family Foundations: Legal and Tax Issues,' Philanthropy Impact Roundtable - (July 2014)
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'American Philanthropists in Europe,' Philanthropy Impact Roundtable - (June 2014)
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‘Giving Across Cultures,' CASE Europe Annual Conference - (August 2013)
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‘Tax issues for fundraisers,' CASE Graduate Trainee Scheme - (June 2013)
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‘The 10% inheritance tax rate and maximising your return', Legacy Labyrinth - (January 2013)
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The Philanthropy Programme - Panel: 'Is the future of philanthropy bright?' - (November 2012)
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'Fundraising law update', Charity Law Review Conference 2012 - (September 2012)
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'Philanthropy as a part of Wealth Planning', European Association of Philanthropy and Giving (May 2012)
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'Key Tribunal decisions in 2011', Charity Law and Practice Conference 2011 - (December 2011)
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'Cross border giving: still a challenging area for philanthropists and advisors', European Association of Philanthropy and Giving - (October 2011)