Witty and affable, the co-head of private wealth advises on complex issues centred around a range of HNW families. She says she often has to transcend the technicalities of tax and focus on the human element: ‘A lot of this is about legal advice but you’re also a bit of a psychologist, you’re a bit of a family counsellor.’
She advises on a wealth of issues that emerge out of tax planning, and works with private clients, many of whom international, from all walks of life. From helping a dying entrepreneur set up a family office to accommodate his will, to being a trustee of a family business in dispute following the death of the principal, she loves the variety her role offers: ‘You never know what’s going to cross your desk.’
Not wanting to become ‘a cog in a huge machine’, she trained at Withers and later on joined Pennington’s Surrey private client team in 2002, which she headed in 2012. The self-proclaimed Irish ‘country lass’ then returned to the City to join Penningtons Manches’ London private client team, which she says has a ‘seamless’ sector-based approach. But she never left her horses behind and jokes that as many of her clients are also equestrians, her weekend ridings with them can be a ‘business development expense’.
She says while as a tax lawyer she can help clients ‘work out a sensible governance mechanism which doesn’t pay more tax than you need to’, she says the private wealth platform’s ‘joined up approach’ adds and extra dimension by involving the corporate, family and immigration specialists in the firm.