Emma is a senior associate in our private client and tax team.
She specialises in the preparation of estate planning advice and wealth structuring solutions for high net worth individuals and the banks and trustees that work with them.Emma also assists with a broad range of private client practice areas including tax, trust and succession planning for UK resident, UK domiciled and non-UK resident, non-UK domiciled individuals. Her work includes the creation and administration of trusts (identifying appropriate trust structures, drafting trust instruments and advising settlors, trustees and beneficiaries on UK tax and trust matters); preparing and implementing estate plans, including the preparation of Wills, Letters of Wishes and incapacity documentation; and advising on residence and domicile, including preparing individuals for their entry or exit from the UK.
She enjoys building strong relationships with clients and providing bespoke solutions, tailored to her clients' needs. Emma has particular experience in UK tax, trust and succession planning advice in relation to inter-generational wealth transfers for modern families. She is frequently involved with multi-jurisdictional trust re-organisations to ensure that historic structures remain fit for purpose, and has effective cross-border project management skills. She works alongside US qualified colleagues at Withers and lawyers around the world to provide integrated advice on the best approach from a practical, tax efficiency and family governance perspective.
Emma has a particular interest in charitable and philanthropic advisory work, including the introduction of Next Gen to structures and the integration of ESG and impact investing objectives across wealth holding vehicles.